Ellie Bockstie
Investment adviser representative at Janney Montgomery Scott LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$110.1BFirm assets
Are you Ellie Bockstie? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Janney Montgomery Scott LLCFeb 2022 to now
- T Rowe PriceDec 2020 to Feb 2022
- Bankers Life and CausalityAug 2020 to Nov 2020
- UnemployedMay 2020 to Aug 2020
- Lindenwood UniversityAug 2019 to May 2020
- University of Maryland Upper Chesapeake Medical CenterMay 2019 to Aug 2019
- Burtons Bar and GrillOct 2018 to Apr 2019
- University of MarylandJan 2017 to Aug 2019
- Lindenwood UniversityAug 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Janney Montgomery Scott LLC
$110.1BAssets managed
243,808Clients
1,341Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7323941
- Firm CRD
- 463