Ellen K. Nusgart

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CRD#: 2836142

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ellen K Nusgart, who also goes by Ellen Karen Abrahams, Ellen Abrahams, Ellen Karen Nusgart, was a registered financial professional .

Ellen is a previously registered financial professional and started their career in finance in 1997. Ellen had worked at 14 firms and has passed the Series 63, Series 65, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Ellen Karen Abrahams | Ellen Abrahams | Ellen Karen Nusgart

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

March 12, 2025 - April 20, 2026

MOTLEY FOOL WEALTH MANAGEMENT, LLC

RIA

CRD#: 165689

Chester, MD

Past

November 20, 2024 - February 21, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ANNAPOLIS, MD

Past

November 20, 2024 - February 21, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ANNAPOLIS, MD

Past

January 30, 2023 - July 9, 2024

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

Hunt Valley, MD

Past

January 30, 2023 - July 9, 2024

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

Hunt Valley, MD

Past

July 21, 2021 - November 16, 2022

VERDENCE CAPITAL ADVISORS, LLC

RIA

CRD#: 288512

HUNT VALLEY, MD

Past

July 13, 2018 - July 9, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

September 30, 2010 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

TOWSON, MD

Past

September 28, 2010 - July 9, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

TOWSON, MD

Past

September 4, 2008 - September 13, 2010

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

BALTIMORE, MD

Past

August 25, 2008 - September 13, 2010

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

BALTIMORE, MD

Past

May 22, 2007 - August 8, 2008

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

BEL AIR, MD

Past

May 22, 2007 - August 8, 2008

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

BEL AIR, MD

Past

January 4, 2007 - May 14, 2007

DEVELOPMENT CORPORATION FOR ISRAEL

CRD#: 11148

BALTIMORE, MD

Past

November 20, 2000 - May 12, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

BALTIMORE, MD

Past

November 3, 2000 - May 12, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BALTIMORE, MD

Past

February 5, 1999 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

February 5, 1999 - November 28, 2000

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

March 6, 1997 - February 5, 1999

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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".

MOTLEY FOOL WEALTH MANAGEMENT, LLC

MOTLEY FOOL FINANCIAL PLANNING | MOTLEY FOOL WEALTH MANAGEMENT, LLC | MOTLEY FOOL WEALTH MANAGEMENT | MOTLEY FOOL FINANCIAL PLANNING, LLC

CRD#: 165689 / SEC#: 801-77616

RIA

Registered Investment Advisory firm - (2/11/2013 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

State Security Law Exam

Series 63

Date: 10/25/2000

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/2/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/14/2022

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 10/14/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/3/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/5/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MOTLEY FOOL WEALTH MANAGEMENT, LLC

MOTLEY FOOL FINANCIAL PLANNING | MOTLEY FOOL WEALTH MANAGEMENT, LLC | MOTLEY FOOL WEALTH MANAGEMENT | MOTLEY FOOL FINANCIAL PLANNING, LLC

CRD#: 165689 / SEC#: 801-77616

RIA

Registered Investment Advisory firm - (2/11/2013 Approved)

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Contact information

Main Address

2000 Duke Street Suite 300, Alexandria, VA 22314

Mailing Address

Phone number

(844) 408-4390

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2 COMBINED BROCHURE (12/23/2025)

Regulatory assets under management

Total Number of Accounts	2,112
AUM (Assets Under Management)	$ 1,595,324,821

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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Advisor Monitoring

Firm Stability Insights

Ellen K. Nusgart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MOTLEY FOOL WEALTH MANAGEMENT, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

VERDENCE CAPITAL ADVISORS, LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

DEVELOPMENT CORPORATION FOR ISRAEL

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

MOTLEY FOOL WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/25/2000

Series 65

Date: 9/2/1999

Series 7TO

Date: 10/14/2022

Series 6TO

Date: 10/14/2022

SIE

Date: 10/1/2018

Series 7

Date: 8/3/2000

Series 6

Date: 3/5/1997

Current Firm

MOTLEY FOOL WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MOTLEY FOOL WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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