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Cameron Shields Miele

Ellsworth Advisors, LLC

Hudson, OH

CRD 3117776

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Employer firm

Ellsworth Advisors, LLC CRD 297464

$1.41B regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • ALTERNATIVE INVESTMENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Ellsworth Advisors, Llc

1764 Georgetown Road, Hudson, OH 44236 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-09-04
  • OH RA
    APPROVED
    Since 2018-09-04

Branch Locations

1764 Georgetown Road, Hudson, OH 44236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ellsworth Advisors, Llc Hudson OH 05/2018 Present
Kaulig Capital, Llc Hudson OH 01/2018 12/2018
Weinberg Capital Group Cleveland OH 05/2010 01/2018
  • 05/2018 → Present
    Hudson, OH
  • 01/2018 → 12/2018
    Kaulig Capital, Llc
    Hudson, OH
  • 05/2010 → 01/2018
    Weinberg Capital Group
    Cleveland, OH
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-27
  • S65 Uniform Investment Adviser Law Examination
    2018-04-27

View on SEC IAPD

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