Joseph McGinley
Investment Adviser Representative at Ellis Investment Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joseph Mcginley is an investment adviser representative with Ellis Investment Partners, LLC in San Jose, CA, where they have been registered since 2025. They have worked in the securities industry since 1999 and have been registered with 4 firms, including MDT Advisers, A Division of Federated MDTA LLC and Federated Securities Corp. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- FIS Brokerage & Securities Services LLCJan 2014 – Apr 2017San Francisco, CA
- FIS Global TradingMar 2013 – Apr 2017San Francisco, CA
- Big Stunna LLCJul 2018 – Jul 2018Oakland, CA
- Paramount TelevisionAug 2018 – Jan 2020Vallejo, CA
- Legendary Features Productions US LLCNov 2018 – Nov 2018San Francisco, CA
- CBS FilmsJan 2019 – Feb 2019San Francisco, CA
- Campbell-Ewald CompanyApr 2019 – Apr 2019Sonoma, CA
- Concept ServicesNov 2019 – Jun 2024San Francisco, CA
- Another Planet EntertainmentJul 2022 – Dec 2024San Francisco, CA
- AV ImagesMay 2024 – Dec 2024San Francisco, CA
- Coast to Coast Production SupportAug 2022 – Aug 2022San Francisco, CA
- Creative Technology dba AVTSJun 2024 – Jun 2024San Francisco, CA
- Diversified StageJun 2024 – Jul 2024San Francisco, CA
- Employco USA II Inc.Jul 2023 – Jul 2023San Francisco, CA
- Encore Group (USA) LLCAug 2023 – Apr 2024San Francisco, CA
- Event Technology Services (ETS)Mar 2022 – Mar 2022San Francisco, CA
- Freeman Audio Visual Solutions, LLCMar 2022 – Oct 2023San Francisco, CA
- GWS Arena LLCJul 2022 – Oct 2023San Francisco, CA
- Hartman StudiosJun 2022 – Jun 2022San Francisco, CA
- Hughston Engineering IncSep 2023 – Sep 2023San Francisco, CA
- Island Creative ManagementSep 2022 – Sep 2022San Francisco, CA
- Live Box Digital, LLCMay 2024 – May 2024San Francisco, CA
- Live NationMay 2019 – Jul 2023San Francisco, CA
- LRMNov 2023 – Nov 2023San Francisco, CA
- Manor Hill ProductionsAug 2022 – Aug 2022San Francisco, CA
- McCune Audio Video LightingAug 2023 – Jul 2024San Francisco, CA
- YBCA Yerba Buena Center for the ArtsMay 2019 – May 2019San Francisco, CA
- Standard Party RentalsMay 2023 – May 2024San Francisco, CA
- Ellis Investment Partners, LLCJan 2025 – no end date reportedSan Jose, CA
- Polk & Vallejo, LLCApr 2017 – Sep 2023San Francisco, CA
- Self Employed - ActorMar 2023 – Mar 2023Sacramento, CA
- Dope Queens Film LLCNov 2021 – Nov 2021San Francisco, CA
- CMC / Forecast, Inc.Dec 2019 – Dec 2019San Francisco, CA
- Freelance Restorations, LLCNov 2020 – Jan 2021San Francisco, CA
- Holy Toledo Films Inc.Dec 2021 – Mar 2023Oakland, CA
- Legendary Features Productions LLCNov 2018 – Nov 2018Sonoma, CA
- Warner Brothers PicturesJan 2024 – Feb 2024Sacramento, CA
- Sclera Pictures LLCMay 2024 – May 2024San Francisco, CA
- Showtime Networks IncNov 2021 – Dec 2021San Francisco, CA
- SM Film Productions, Inc.Feb 2020 – Mar 2020San Francisco, CA
- TBWA Advertising, Inc.Dec 2019 – Dec 2019Hollister, CA
- Twentieth Century Fox Film CorpAug 2022 – Sep 2022Sausalito, CA
- Universal Television, LLCFeb 2024 – May 2024San Francisco, CA
- Village NB Productions LLCMay 2021 – Jun 2021San Francisco, CA
- Waving Cat ProductionsJan 2022 – Jan 2022San Francisco, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Ellis Investment Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
- Less than $500,0001.50%
- $501,000 to $1,000,0001.25%
- Above $1,000,0001.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management, financial planning, trust investment management services (combining EIP investment management with an outside trust company for trust administration), and third-party investment adviser (TPI) services to plan sponsors including IPS development, fund selection, ongoing fund monitoring, and participant education.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 18
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Berwyn, PA
- SEC file number:
- 801-73011
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 12, 2026
View full firm profileOther advisors at Ellis Investment Partners, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph McGinley 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.
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