Ellen K Nusgart

Employer firm

Motley Fool Wealth Management, LLC CRD 165689

$1.60B regulatory AUM 1,808 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• 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

• 07/2021 → 12/2022
  Verdence Capital Advisors, Llc
  Hunt Valley, MD
• 11/2024 → 02/2025
  Bank Of America, N.A.
  Annapolis, MD
• 07/2024 → 09/2024
  Extended Travel
  Chester, MD
• 02/2025 → Present
  Motley Fool Wealth Management, Llc
  Alexandria, VA
• 08/2010 → 06/2021
  Fidelity Investments
  Towson, MD
• 07/2018 → 06/2021
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 01/2023 → 07/2024
  Raymond James & Associates, Inc.
  Baltimore, MD
• 10/2024 → 02/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Annapolis, MD

Previous Registrations

• 2024-11-20 → 2025-02-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Annapolis, MD
• 2023-01-30 → 2024-07-09
  Raymond James & Associates, Inc.
  Hunt Valley, MD
• 2021-07-21 → 2022-11-16
  Verdence Capital Advisors, Llc
  Hunt Valley, MD
• 2018-07-13 → 2021-07-09
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2010-09-30 → 2018-07-13
  Strategic Advisers Llc
  Towson, MD
• 2008-09-04 → 2010-09-13
  Msi Financial Services, Inc.
  Elkridge, MD
• 2007-05-22 → 2008-08-08
  Bb&T Investment Services, Inc.
  Bel Air, MD
  Charlotte, NC
• 2000-11-20 → 2006-05-12
  Banc Of America Investment Services, Inc.
  Baltimore, MD
  Towson, MD

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-10-25
• S65 Uniform Investment Adviser Law Examination
  1999-09-02

Other Names

• Ellen Karen Abrahams
• Ellen Karen Nusgart
• Ellen Abrahams