Ellie Bockstie

Employer firm

Janney Montgomery Scott LLC CRD 463

$110B regulatory AUM 1,031 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2020 → 02/2022
  T Rowe Price
  Owings Mills, MD
• 08/2020 → 11/2020
  Bankers Life And Causality
  Owings Mills, MD
• 05/2020 → 08/2020
  Unemployed
  Forest Hill, MD
• 08/2019 → 05/2020
  Lindenwood University
  St.CHarles, MO
• 01/2017 → 08/2019
  University Of Maryland
  College Park, MD
• 08/2015 → 12/2017
  Lindenwood University
  St.CHarles, MO
• 10/2018 → 04/2019
  Burtons Bar And Grill
  Burtonsville, MD
• 05/2019 → 08/2019
  University Of Maryland Upper Chesapeake Medical Center
  Bel Air, MD
• 02/2022 → Present
  Janney Montgomery Scott Llc
  Bel Air, MD

Previous Registrations

• 2021-05-24 → 2022-03-07
  T. Rowe Price Advisory Services, Inc.
  Owings Mills, MD

Other Businesses

1. Sky Walkers Lacrosse Club, Brooklandville, MD. Lacrosse Program in Maryland that has teams from elementary school through high school girls to allow them the opportunity to play lacrosse at a more competitive level. Coach (07/2023) to elementary - high school girls in the Baltimore area. Not investment related, compensated, 10 hours/month. 2. Chesapeake Professional Women's Networking Program, Bel Air, MD. Marketing Committee Member (04/2022) - Assist with the organization's social media to help bring in new members and promote who we are. Not investment related, 1 hour/month, not compensated.

Exams

• S66 Uniform Combined State Law Examination
  2021-05-21

Designations

• Certified Financial Planner