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Cade Thomas Tonozzi

Ellsworth Advisors, LLC

Hudson, OH

CRD 8131394

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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 2025-08-05
  • OH RA
    APPROVED
    Since 2025-08-05

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 06/2025 Present
Student Hudson OH 07/2015 06/2025
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-04
  • S65 Uniform Investment Adviser Law Examination
    2025-08-04

View on SEC IAPD

Nearby Firms

JANNEY MONTGOMERY SCOTT LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

CHRISTOPHER MICHAEL PRADO
Cameron Shields Miele
MICHELLE MARIE SCHWAB

Nearby Offices

JANNEY MONTGOMERY SCOTT LLC · Hudson, OH
LPL FINANCIAL LLC · HUDSON, OH
WELLS FARGO CLEARING SERVICES, LLC · HUDSON, OH

More in Hudson, OH

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