Alexis Rose Barnhart

Employer firm

Ellis Investment Partners, LLC CRD 157669

$987M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CONSULTING SERVICES

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

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

Current Employers

Employment History

• 08/2021 → 05/2024
  Washington College
  Chestertown, MD
• 04/2020 → Present
  Instacart
  West Grove, PA
• 07/2020 → Present
  Doordash
  West Grove, PA
• 06/2022 → 06/2024
  Ellis Investment Partners
  Berwyn, PA
• 06/2024 → Present
  Ellis Investment Partners
  Berwyn, PA
• 03/2015 → 06/2020
  High School
  West Grove, PA

Other Businesses

(1.) DoorDash; 07/2020 Delivery Driver; Purchase food and general merchandise orders and deliver them to customers; not investment related; 0- 20 number of hours per month: (2.) Instacart; 04/2020 Shopper; Purchase food and general merchandise orders and deliver them to customers; not investment related; 0-20 number of hours per month:

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-12