Robert Habig has been an investment adviser representative at Ellis Investment Partners since September 2015, and is not listed among the firm’s executive officers or direct owners. Robert Habig holds a Bachelor's degree in Economics from Lafayette College and an MBA in Finance, Economics, and Accounting from the University of Rochester.
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.
Robert F. Habig II is Senior Financial Consultant of Ellis Investment Partners, LLC. He is Founder and President of RFH Financial Services, through which he offers insurance products such as life insurance and annuities, and he provides fee-based financial planning and investment management services to clients at a personal level with the direct support of the Ellis team. He has provided investment and financial planning services to clients in Central Pennsylvania.
Robert Habig’s longest registration was 12 years at H. Beck, Inc. (2003–2015). Before joining Ellis Investment Partners in 2015, Robert Habig was registered through H. Beck, Inc.
- – present · 11 yearsLancaster, PA · Adviser representative · Firm CRD 157669
- H. Beck, Inc.– · 12 yearsLancaster, PA · Adviser representative · Firm CRD 1763
Investment adviser representative registrations
Robert Habig is registered as an investment adviser representative in Pennsylvania, since September 2015.
- PennsylvaniaSince 1 September 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 12 August 1999 |
| Series 7 | General Securities Representative Examination | 5 July 1991 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 May 1991 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Robert Frederick Habig
- CRD
- 2146490
- Firm
- Ellis Investment Partners · CRD 157669
- Office
- 2938 COLUMBIA AVE, SUITE 1601, Lancaster, PA 17603
- Registration
- Investment adviser registration
- In the industry since
- August 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ellisinvestmentpartners.com
Where does Robert Habig work?
Robert Habig is an investment adviser representative registered through Ellis Investment Partners, LLC since September 2015, and is not listed among the firm’s executive officers or direct owners.
Is Robert Habig a financial advisor?
Yes. Robert Habig has a current investment-adviser registration in Pennsylvania, through Ellis Investment Partners since September 2015.
How many years of experience does Robert Habig have?
Robert Habig has 23 years in the financial industry, since August 2003, across 2 adviser firms.
What exams has Robert Habig passed?
Robert Habig has passed 3 licensing exams: the Series 63, Series 7 and Series 65. The earliest, the Series 63, was passed in May 1991. FINRA credited Robert Habig with the SIE, which began in October 2018.
Where is Robert Habig based?
Robert Habig’s registered office is in Lancaster, PA.
Is Robert Habig registered with FINRA?
No. Robert Habig has no current broker registration.
How can I verify Robert Habig’s record?
Search CRD 2146490 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Habig’s full registration record.
