Ellen P. Powers

ELLEN POWERS CONSULTING

Lewes, DE

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CRD#: 1023784

Professional summary

Ellen Powers Powers, who also goes by Ellen Powers Le Ms., Ellen Powers Le, Ellen P Le, Ellen Michele Powers, is a registered financial advisor currently at ELLEN POWERS CONSULTING INC. located in Lewes, Delaware and GREY FOX WEALTH ADVISORS, LLC located in Rockland, Delaware.

Ellen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Ellen has worked at 6 firms and has passed the Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ellen Powers Le Ms. | Ellen Powers Le | Ellen P Le | Ellen Michele Powers

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ellen Powers Powers's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 14, 2016 - Present

ELLEN POWERS CONSULTING INC.

RIA

CRD#: 141130

Lewes, DE

Current

September 23, 2022 - Present

GREY FOX WEALTH ADVISORS, LLC

Office #1: 100 South Rockland Falls Road, Rockland, DE 19732

RIA

CRD#: 307172

Rockland, DE

Past

August 25, 2006 - December 31, 2015

ELLEN POWERS CONSULTING INC.

RIA

CRD#: 141130

GLEN MILLS, PA

Past

January 10, 2000 - September 20, 2006

DAVIDSON CAPITAL MANAGEMENT

RIA

CRD#: 106271

DEVON, PA

Past

July 2, 1987 - September 5, 1990

PINEBRIDGE SECURITIES LLC

CRD#: 5967

Past

March 8, 1982 - September 30, 1987

E. F. HUTTON & COMPANY INC

CRD#: 235

Past

December 24, 1981 - January 25, 1982

JII SECURITIES INC.

CRD#: 406

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GREY FOX WEALTH ADVISORS, LLC

CRD#: 307172 / SEC#: 801-122007

RIA

Registered Investment Advisory firm - (8/2/2021 Approved)

Delaware

Registered Investment Advisory firm - (9/13/2021 Terminated)

Michigan

Registered Investment Advisory firm - (9/10/2021 Terminated)

Pennsylvania

Registered Investment Advisory firm - (9/10/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Delaware
(3/14/2016)

IAR

Pennsylvania
(3/15/2016)

IAR

Texas
(5/15/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 3

Date: 1/21/1983

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 12/19/1981

General Securities Representative Examination

Current Firm

GREY FOX WEALTH ADVISORS, LLC

CRD#: 307172 / SEC#: 801-122007

RIA

Registered Investment Advisory firm - (8/2/2021 Approved)

Delaware

Registered Investment Advisory firm - (9/13/2021 Terminated)

Michigan

Registered Investment Advisory firm - (9/10/2021 Terminated)

Pennsylvania

Registered Investment Advisory firm - (9/10/2021 Terminated)

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Contact information

Main Address

100 South Rockland Falls Road, Rockland, DE 19732

Mailing Address

Po Box 318, Rockland, DE 19732

Phone number

(302) 482-3211

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GREY FOX WEALTH DISCLOSURE BROCHURE (9/12/2025)

Regulatory assets under management

Total Number of Accounts	1,199
AUM (Assets Under Management)	$ 544,140,011

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ellen P. Powers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ellen Powers Powers's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREY FOX WEALTH ADVISORS, LLC

ELLEN POWERS CONSULTING INC.

DAVIDSON CAPITAL MANAGEMENT

PINEBRIDGE SECURITIES LLC

E. F. HUTTON & COMPANY INC

JII SECURITIES INC.

Primary Firm SEC Registration

GREY FOX WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 3

Date: 1/21/1983

Series 7

Date: 12/19/1981

Current Firm

GREY FOX WEALTH ADVISORS, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREY FOX WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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