Debra Ellisen has been an investment adviser representative at North Berkeley Wealth Management since June 2015, and is not listed among the firm’s executive officers or direct owners.
North Berkeley Wealth Management, LLC is a Berkeley, CA firm with $830M under management, 411 clients and 11 advisers across 2 offices, as of its March 2026 filing.
- – present · 11 yearsBerkeley, CA · Adviser representative · Firm CRD 136431
Investment adviser representative registrations
Debra Ellisen is registered as an investment adviser representative in California, since June 2015.
- CaliforniaSince 30 June 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 June 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Debra Anne Ellisen
- CRD
- 4593925
- Firm
- North Berkeley Wealth Management · CRD 136431
- Office
- 1995 EL DORADO AVE, Berkeley, CA 94707
- Registration
- Investment adviser registration
- In the industry since
- June 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Debra Ellisen work?
Debra Ellisen is an investment adviser representative registered through North Berkeley Wealth Management, LLC since June 2015, and is not listed among the firm’s executive officers or direct owners.
Is Debra Ellisen a financial advisor?
Yes. Debra Ellisen has a current investment-adviser registration in California, through North Berkeley Wealth Management since June 2015.
How many years of experience does Debra Ellisen have?
Debra Ellisen has 11 years in the financial industry, since June 2015, across 1 adviser firm.
What exams has Debra Ellisen passed?
Debra Ellisen passed the Series 65 in June 2015.
Where is Debra Ellisen based?
Debra Ellisen’s registered office is in Berkeley, CA.
Is Debra Ellisen registered with FINRA?
No. Debra Ellisen has no current broker registration.
How can I verify Debra Ellisen’s record?
Search CRD 4593925 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Debra Ellisen’s full registration record.