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Robert Gordon Ellis

Amherst Financial Group, LLC

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About Robert Gordon Ellis

Robert Ellis is a financial advisor with Amherst Financial Group, LLC. Robert has been in the financial industry for over 20 years. Robert Ellis holds a Series 7, Series 6, Series 24, and Series 63 licenses and is a Certified Financial Planner. Robert's main office is located in Amherst, New Hampshire. Robert Ellis provides financial planning and portfolio management services to individuals and corporations.

Firm Information

Robert Ellis is currently registered with Amherst Financial Group, LLC. Amherst Financial Group, LLC is a financial advisor based in Amherst, NH. The firm offers financial planning and portfolio management services to individuals, corporations, and high-net-worth individuals. They manage approximately $24.13 million in regulatory assets under management. The firm is led by one licensed agent.

$24.13M

Assets Under Management

Not reported

Total Clients

1

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Robert Ellis’s Registration & Firm History

NH

01/04/2022 - Present

Amherst Financial Group, LLC (AMHERST NH)

NH

02/26/2002 - 05/09/2012

MML INVESTORS SERVICES, LLC (BEDFORD NH)

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Licenses & Designations

IA

Issued 08/03/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/27/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/16/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2007

Series 7 - General Securities Representative Examination

BC

Issued 02/25/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Gordon Ellis.
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