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EM

Ellen B. Martin

BEACON WEALTHCARE LLC
Raleigh, NC 27608
Some features on this profile are disabled
CRD#: 6424629
EM

Professional summary

Ellen Bosserman Martin, who also goes by Ellen Christian Bosserman, is a registered financial advisor currently at BEACON WEALTHCARE LLC located in Raleigh, North Carolina.

Ellen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Ellen has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ellen Christian Bosserman

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) - RIA

Click below to view Ellen Bosserman Martin's CRS (Customer Relationship Summary).
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®
None

Experience

Current

March 26, 2024 - Present

BEACON WEALTHCARE LLC

Office #1: 1633 Glenwood Ave, Raleigh, NC 27608
RIA
CRD#: 312556
Raleigh, NC

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".
BW
BEACON WEALTHCARE LLC
BEACON WEALTHCARE LLC

CRD#: 312556 / SEC#: 801-120334

RIA
Registered Investment Advisory firm - (2/16/2021 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
North Carolina
(3/26/2024)

Exams

Current Firm

BW
BEACON WEALTHCARE LLC
BEACON WEALTHCARE LLC

CRD#: 312556 / SEC#: 801-120334

RIA
Registered Investment Advisory firm - (2/16/2021 Approved)
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Contact information

Main Address
1633 Glenwood Ave, Raleigh, NC 27608
Mailing Address
Phone number
(919) 821-5225
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV BROCHURE (1/17/2025)

Regulatory assets under management

Total Number of Accounts879
AUM (Assets Under Management)$ 262,842,571

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.

Company Information

BEACON WEALTHCARE LLC

CRD#: 312556Raleigh, NC 27608

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