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Andrea Marie Ells

Investment Adviser Representative at COOPER/HAIMS ADVISORS, LLC

Victor, NYCRD #6263051Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
States Registered
1 states

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Andrea Marie Ells has worked in the securities industry since 2017. They are registered to provide investment advisory services in New York.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
New York

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $0-$1,000,0001.10%
Next $1,000,001-$2,500,0000.75%
Next $2,500,001-$5,000,0000.60%
Next $5,000,001-$10,000,0000.50%
Next $10,000,001 and up0.35%
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Cooper/haims Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

COOPER/HAIMS ADVISORS, LLCCurrent
4/23/2021Victor, NY
NIXON PEABODY FINANCIAL ADVISORS LLC
6/24/20145/16/2018Rochester, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at COOPER/HAIMS ADVISORS, LLC

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View COOPER/HAIMS ADVISORS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrea Marie Ells has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Andrea Marie Ells - Financial Advisor in Victor, NY | AdvisorFinder