HE
CFP
HE
CFP

Henry Newbold Ellis

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
587 clients
Average Client Portfolio
$799K average
Assets Under Management
$469.2M

Fee Structure

Minimum Investment:$100K
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Location

25 Kent Avenue, Suite 401, Brooklyn, NY, 11249

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Henry is a licensed insurance agent selling insurance through Maridea Insurance Company, LLC, dedicating about 10% of his time to this. He also works as an independent digital marketing consultant, spending minimal time on this activity.

Employment History
Current Registrations
Maridea Wealth Management
February 2025 - Present · 1 yr
Previous Registrations
Onedigital Investment Advisors
September 2022 - February 2025 · 2 yrs 5 mos
Kb Financial Partners, LLC
March 2020 - December 2023 · 3 yrs 9 mos
M Holdings Securities, INC.Broker
August 2019 - February 2025 · 5 yrs 6 mos
State Registrations2 states
NJNY
Advisor
Exams
No exam information available for this advisor.