Ellen J. Powers
Professional summary
Ellen Jeanne Powers, CFP®, who also goes by Ellen J Ducotey, Ellen Jeanne Ducotey, Ellen P Ducotey, Ellen P Lamphear, Ellen J Powers, is a registered financial advisor currently at PARTNERS CAPITAL MANAGEMENT, INC. located in Colorado Springs, Colorado.
Ellen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Ellen has worked at 4 firms and has passed the Series 63, Series 7, Series 6 and Series 22 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ellen Jeanne Powers's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 2, 2023 - Present
PARTNERS CAPITAL MANAGEMENT, INC.
June 6, 2011 - December 31, 2022
PARTNERS CAPITAL MANAGEMENT, INC.
July 29, 1992 - April 24, 1995
KEOGLER, MORGAN & COMPANY, INC.
July 29, 1987 - July 31, 1992
NEW ENGLAND SECURITIES
May 15, 1986 - June 18, 1987
LINCOLN FINANCIAL DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/2/2023)
(5/2/2023)
Exams
Current Firm
PARTNERS CAPITAL MANAGEMENT, INC.
CRD#: 112585 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 29 |
| AUM (Assets Under Management) | $ 30,353,321 |
Red Flags
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