Craig S. Ellis
Professional summary
Craig Scott Ellis, CFP®, who also goes by C S Ellis, C Scott Ellis, Craig Ellis, Scott Ellis, is a registered financial advisor currently at CS ELLIS located in Irwin, Pennsylvania.
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Craig has worked at 10 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Craig Scott Ellis's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1993
Experience
January 21, 2026 - Present
CS ELLIS
January 4, 2012 - March 17, 2026
CENTAURI ADVISORY GROUP, INC.
January 10, 2008 - December 20, 2011
TRUSTMONT ADVISORY GROUP, INC.
January 9, 2007 - December 20, 2011
TRUSTMONT FINANCIAL GROUP, INC.
September 2, 1993 - December 31, 2006
OLDE ECONOMIE FINANCIAL CONSULTANTS, LTD.
January 15, 1992 - September 2, 1993
G. R. PHELPS & CO., INC.
March 11, 1991 - September 24, 1991
NEW ENGLAND SECURITIES
July 11, 1989 - January 31, 1991
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
September 2, 1988 - July 27, 1989
VP DISTRIBUTORS LLC
September 8, 1986 - March 31, 1988
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/21/2026)
Exams
Current Firm
CS ELLIS
CRD#: 336094 / SEC#:
Contact information
Red Flags
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