Ross Muldoon has been an investment adviser representative at Ellis Investment Partners since January 2013, and is not listed among the firm’s executive officers or direct owners.
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.
Ross B. Muldoon is Financial Planning and Portfolio Consultant of Ellis Investment Partners, LLC, where he provides investment management and holistic financial planning services to high-net-worth individuals, executives, trusts and retirement plans. Before transitioning to a consultant role in 2023, he served as Director of Portfolio Management Operations for the firm for over ten years.
Ross Muldoon’s longest registration is the current one, 13 years at Ellis Investment Partners since 2013. Before joining Ellis Investment Partners in 2013, Ross Muldoon was registered through Capital Management Services Inc.
- – present · 13 yearsBerwyn, PA · Adviser representative · Firm CRD 157669
- Capital Management Services Inc– · 5 yearsWayne, PA · Adviser representative · Firm CRD 105903
Professional designations
Listed by Ellis Investment Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Ross Muldoon is registered as an investment adviser representative in Pennsylvania, since January 2013.
- PennsylvaniaSince 3 January 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 May 2007 |
| Series 7 | General Securities Representative Examination | 27 December 2006 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ross Brian Muldoon
- CRD
- 5243220
- 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
- July 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ellisinvestmentpartners.com
Where does Ross Muldoon work?
Ross Muldoon is an investment adviser representative registered through Ellis Investment Partners, LLC since January 2013, and is not listed among the firm’s executive officers or direct owners.
Is Ross Muldoon a financial advisor?
Yes. Ross Muldoon has a current investment-adviser registration in Pennsylvania, through Ellis Investment Partners since January 2013.
How many years of experience does Ross Muldoon have?
Ross Muldoon has 19 years in the financial industry, since July 2007, across 2 adviser firms.
What exams has Ross Muldoon passed?
Ross Muldoon has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2006.
Where is Ross Muldoon based?
Ross Muldoon’s registered office is in Berwyn, PA.
Is Ross Muldoon registered with FINRA?
No. Ross Muldoon has no current broker registration.
Is Ross Muldoon a CFP?
Ellis Investment Partners lists Ross Muldoon with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Ross B. Muldoon biography, ellisinvestmentpartners.com
How can I verify Ross Muldoon’s record?
Search CRD 5243220 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ross Muldoon’s full registration record.
