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Andrew Donald Schaffer

Ellis Investment Partners, LLC

Berwyn, PA

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Current Employers
Ellis Investment Partners, Llc

920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-27
PA RA APPROVED 2021-04-13
  • TX RA
    APPROVED
    Since 2023-04-27
  • PA RA
    APPROVED
    Since 2021-04-13

Branch Locations

920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312 • 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
The Vanguard Group, Inc. Malvern PA 06/2015 03/2021
Ellis Investments Partners Berwyn PA 04/2021 Present
  • 06/2015 → 03/2021
    The Vanguard Group, Inc.
    Malvern, PA
  • 04/2021 → Present
    Ellis Investments Partners
    Berwyn, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-25
S63 Uniform Securities Agent State Law Examination 2015-07-28
  • S65 Uniform Investment Adviser Law Examination
    2017-08-25
  • S63 Uniform Securities Agent State Law Examination
    2015-07-28
Designations

View on SEC IAPD

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