CM
Cameron S. Miele
ELLSWORTH ADVISORS
Hudson, OH 44236
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CRD#: 3117776
CM
Professional summary
Cameron Shields Miele is a registered financial advisor currently at ELLSWORTH ADVISORS, LLC located in Hudson, Ohio.
Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Cameron has worked at 3 firms and has passed the Series 65 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1.Chief Executive Officer; Hunter Scalloping Company and Kathryn Marie Scalloping Company; Investment related: No; 113 MacArthur Drive New Bedford, MA 02740; Commercial fishing business co-owned with brother-in-law. The CEO manages the finances and accounting; 2010-01-01; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 50. 2. Ligia Pereira Scalloping Company; investment related: No; Location of the business: 113 MacArthur Drive New Bedford, MA 02740; Description of the business: Scallop collecting business; Position Title: Chief Executive Officer; Responsibilities Duties: makes all the key decisions regarding the company, which includes all sectors and fields of the business, including operations, marketing, business development, finance, human resources, etc.; Start date with business: 2020-12-03; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 4. 3. Buckeye Scalloping Company; investment related: No; Location of the business: 113 MacArthur Drive New Bedford, MA 02740; Description of the business: Scallop collecting business.; Position Title: Chief Executive Officer; Responsibilities Duties: makes all the key decisions regarding the company, which includes all sectors and fields of the business, including operations, marketing, business development, finance, human resources, etc.; Start date with business: 2020-12-03; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 4.
CRS (Client Relationship Summary) - RIA
Click below to view Cameron Shields Miele's 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®
NoneExperience
Current
September 4, 2018 - Present
ELLSWORTH ADVISORS, LLC
Office #1: 1764 Georgetown Road, Hudson, OH 44236RIA
CRD#: 297464
Hudson, OH
Past
August 20, 2002 - September 2, 2009
BROWN, GIBBONS, LANG & COMPANY SECURITIES, LLC
BD
CRD#: 29540
CLEVELAND, OH
Past
October 14, 1998 - April 19, 2002
KEYBANC CAPITAL MARKETS INC.
BD
CRD#: 566
CLEVELAND, OH
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".
EA
ELLSWORTH ADVISORS, LLC
ELLSWORTH ADVISORS, LLC
CRD#: 297464 / SEC#: 801-113634
RIA
Registered Investment Advisory firm - (7/19/2018 Approved)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
Ohio(9/4/2018)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
EA
ELLSWORTH ADVISORS, LLC
ELLSWORTH ADVISORS, LLC
CRD#: 297464 / SEC#: 801-113634
RIA
Registered Investment Advisory firm - (7/19/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1764 Georgetown Road, Hudson, OH 44236
Mailing Address
Phone number
(234) 200-0703
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,863 |
| AUM (Assets Under Management) | $ 1,185,403,327 |
Red Flags
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