Robyn S. Ellis
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.
Robyn Smith Ellis, who also goes by Robyn Elizabeth Smith, was a registered financial professional .
Robyn is a previously registered financial professional and started their career in finance in 2013. Robyn had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 9, 2015 - December 15, 2017
VESTED PARTNERS: A MULTI-FAMILY OFFICE
October 18, 2013 - December 8, 2015
INDEPENDENT FINANCIAL PARTNERS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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Current Firm
VESTED PARTNERS: A MULTI-FAMILY OFFICE
CRD#: 281862 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 232 |
| AUM (Assets Under Management) | $ 78,660,923 |
Red Flags
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