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Andrew Donald Schaffer

Ellis Investment Partners, LLC

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About Andrew Donald Schaffer

Andrew Schaffer is a financial advisor with Ellis Investment Partners, LLC. Andrew has been in the financial services industry since July 2015. Andrew is registered with the state of Pennsylvania and Texas as an Investment Advisor Representative (IAR). Andrew is a Certified Financial Planner (CFP) and has a Series 6, 7, 63 and 65 license. Andrew has experience providing financial planning and portfolio management services to individuals and businesses. He is also a member of the CFP Board.

Firm Information

Andrew Schaffer is currently registered with Ellis Investment Partners, LLC. Ellis Investment Partners, LLC is an investment advisor headquartered in Berwyn, PA. The firm provides financial planning, consulting services, portfolio management for individuals and businesses, and selection of other advisors. Ellis Investment Partners, LLC manages approximately $800.8 million in assets for a diverse client base that includes individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and other investment advisors.
Ellis Investment Partners, LLC

920 CASSATT ROAD

BERWYN, PA 19312

$800.79M

Assets Under Management

1

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Schaffer’s Registration & Firm History

PA

04/27/2023 - Present

Ellis Investment Partners, LLC (BERWYN PA)

PA

07/16/2015 - 03/12/2021

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 08/25/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/28/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2016

Series 7 - General Securities Representative Examination

BC

Issued 07/16/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Donald Schaffer.
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