Ellen Ladd
Ellen Ladd is a registered investment advisor at Cetera Investment Advisers LLC, based in Fulton, NY, with 21 years of industry experience. Ellen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
25 Canalview Mall, Fulton, NY, 13069
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Ellen is the President of Ladd Tax & Financial Services Inc, where she spends nearly full-time on tax preparation, accounting, payroll, and notary services. She is also an agent for Avantax Insurance Agency and/or Avantax Insurance Services, dedicating a few hours per week to selling equity indexed annuities and potentially other variable and fixed insurance products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
H.D. Vest Investment ServicesBroker
State Registrations12 states
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