33 Lyman St, Suite 301, Westborough, MA, 01581
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Ellis is an employee of McGrath Insurance Brokerage Inc. selling insurance, and also sells life, health, disability, fixed annuities, and long-term care insurance. He dedicates a few hours per week to these activities, and also works as an investment adviser for McGrath Advisors Inc. and The Patriot Financial Group LLC, spending about a quarter of his time on each.