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Hailey Ellis

1 Year of Experience
Bala Cynwyd, PA

Hailey Ellis is a registered investment advisor at Awh Financial, LLC, based in Bala Cynwyd, PA, with 1 years of industry experience. Hailey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 11 clients.

Compensation
N/A
Firm Size
14 advisors
IM Fee
Planning only

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

One Belmont Avenue, Suite 1000, Bala Cynwyd, PA, 19004

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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 Activities

Hailey works as an associate attorney at the Law Office of Christopher J. Weber, LLC, since 2017. This takes nearly full-time hours during market hours.

Employment History
Current Registrations
Awh Financial, LLC
March 2025 - Present · 1 yr 2 mos
State Registrations1 state
TX
Advisor

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.