Ellis T. Rutili
Professional summary
Ellis Temistocles Rutili, who also goes by Ellis T Rutili, Ellis Rutili, is a registered financial advisor currently at CENTRIC WEALTH MANAGEMENT, LLC located in Chicago, Illinois.
Ellis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Ellis has worked at 2 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ellis Temistocles Rutili's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 18, 2024 - Present
CENTRIC WEALTH MANAGEMENT, LLC
Office #1: 333 W. Wacker Drive 6th Floor, Chicago, IL 60606January 4, 2018 - June 18, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 5, 2017 - June 18, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
CENTRIC WEALTH MANAGEMENT, LLC
CRD#: 133877 / SEC#: 801-63837
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/18/2024)
Exams
Current Firm
CENTRIC WEALTH MANAGEMENT, LLC
CRD#: 133877 / SEC#: 801-63837
Contact information
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 573 |
| AUM (Assets Under Management) | $ 725,571,955 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/18/2024 | ||
| 02/07/2024 | ||
| 03/09/2023 |
Red Flags
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