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Samuel Marcelino Carpin

Ellis Investment Partners, LLC

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About Samuel Marcelino Carpin

Samuel Marcelino Carpin is a registered investment advisor representative of Ellis Investment Partners, LLC. Samuel Carpin has been in the industry for over 17 years. His career has included roles at APW CAPITAL, INC. and EQUITY SERVICES, INC. Samuel Carpin is registered with the state of Pennsylvania. Samuel Carpin is licensed to provide investment advice to individuals, corporations, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Samuel Carpin specializes in financial planning, portfolio management, and selection of other advisors. Samuel Carpin is also an insurance agent for The Carpin Group.

Firm Information

Samuel Carpin 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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Samuel Carpin’s Registration & Firm History

PA

01/28/2013 - Present

Ellis Investment Partners, LLC (BERWYN PA)

PA

04/30/2010 - 06/13/2018

APW CAPITAL, INC. (Brookville PA)

PA

05/09/2001 - 05/05/2010

EQUITY SERVICES, INC. (WAYNE PA)

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Licenses & Designations

BOTH

Issued 06/14/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/13/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel Marcelino Carpin.
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