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Ellen Doyle

22 Years of Experience
Charlottesville, VA
Broker

Ellen Doyle is a registered investment advisor at D.A. Davidson & CO., based in Charlottesville, VA, with 22 years of industry experience. Ellen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Omni Hotel/Omni Business Center, 210 Ridge McIntire Rd, Unit 100, Charlottesville, VA, 22903

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ellen is a member of Precision Tile and Son LLC, a family business involved in ceramic tile and marble installation. She acts as the bookkeeper and spends a few hours per week on this activity.

Employment History
Current Registrations
D.A. Davidson & CO.Broker
September 2021 - Present · 4 yrs 8 mos
D.A. Davidson & CO.
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Truist Advisory Services, INC.
February 2021 - September 2021 · 7 mos
Truist Investment Services, INC.Broker
February 2021 - September 2021 · 7 mos
Bb&t Securities, LLCBroker
January 2013 - February 2021 · 8 yrs 1 mo
Bb&t Securities, LLC
January 2013 - February 2021 · 8 yrs 1 mo
Scott & Stringfellow, LLC
September 2003 - January 2013 · 9 yrs 4 mos
Scott & Stringfellow, LLCBroker
August 2003 - January 2013 · 9 yrs 5 mos
State Registrations23 states
ALARCACOCTFLGAHIILINLAMANCNJNMNYOHPATXUTVAVTWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.