Andrew Schaffer has been an investment adviser representative at Ellis Investment Partners since April 2021, and is not listed among the firm’s executive officers or direct owners. Andrew Schaffer studied BSBA in Finance at Kutztown University.
Ellis Investment Partners, LLC is a Berwyn, PA firm with $987M under management, 820 clients and 18 advisers across 2 offices, as of its March 2026 filing.
Drew Schaffer is Financial Planning Coordinator of Ellis Investment Partners, LLC, where he works with his own clients and is responsible for driving the financial planning process across the firm, supporting consultants and their clients in developing and implementing financial plans using the eMoney platform. He began his financial services career at Vanguard, where he spent most of his years as a financial advisor and planner in Vanguard's Personal Advisor Services.
Andrew Schaffer’s longest registration is the current one, 5 years at Ellis Investment Partners since 2021. Before joining Ellis Investment Partners in 2021, Andrew Schaffer was registered through Vanguard Advisers, Inc.
- – present · 5 yearsBerwyn, PA · Adviser representative · Firm CRD 157669
- Vanguard Advisers, Inc.– · 3 yearsMalvern, PA · Adviser representative · Firm CRD 106715
Professional designations
Listed by Ellis Investment Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Andrew Schaffer is registered as an investment adviser representative in 2 states. The first approvals date from April 2021; the most recent is Texas, in April 2023.
- PennsylvaniaSince 13 April 2021
- TexasSince 27 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 25 August 2017 |
| Series 7 | General Securities Representative Examination | 26 September 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 July 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 July 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Andrew Donald Schaffer
- CRD
- 6213821
- Firm
- Ellis Investment Partners · CRD 157669
- Office
- 920 CASSATT ROAD, 200 BERWYN PARK, SUITE 115, Berwyn, PA 19312
- Registration
- Investment adviser registration
- In the industry since
- August 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ellisinvestmentpartners.com
Where does Andrew Schaffer work?
Andrew Schaffer is an investment adviser representative registered through Ellis Investment Partners, LLC since April 2021, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Schaffer a financial advisor?
Yes. Andrew Schaffer has a current investment-adviser registration in Pennsylvania and Texas, through Ellis Investment Partners since April 2021.
How many years of experience does Andrew Schaffer have?
Andrew Schaffer has 11 years in the financial industry, since August 2015, across 2 adviser firms.
What exams has Andrew Schaffer passed?
Andrew Schaffer has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in July 2015. FINRA credited Andrew Schaffer with the SIE, which began in October 2018.
Where did Andrew Schaffer work before Ellis Investment Partners?
Before Ellis Investment Partners, Andrew Schaffer was registered through Vanguard Advisers, Inc., September 2017 to March 2021.
Where is Andrew Schaffer based?
Andrew Schaffer’s registered office is in Berwyn, PA.
Is Andrew Schaffer registered with FINRA?
No. Andrew Schaffer has no current broker registration.
Is Andrew Schaffer a CFP?
Ellis Investment Partners lists Andrew Schaffer with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Drew Schaffer biography, ellisinvestmentpartners.com
How can I verify Andrew Schaffer’s record?
Search CRD 6213821 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Schaffer’s full registration record.
