Woodward Odiorne has been an investment adviser representative at Ellis Investment Partners since March 2012, and is not listed among the firm’s executive officers or direct owners. Woodward Odiorne studied at Lafayette College.
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.
Woodward T. Odiorne is Senior Financial Consultant of Ellis Investment Partners, LLC. He provides financial planning services to family owned and closely held business owners, high net-worth individuals, executives and professional practitioners, and works with clients and their tax and legal advisors on retirement planning, asset allocation and portfolio management. He is a member of the Ellis Investment Committee. Before joining Ellis as an original team member, he was a Senior Estate Planner at Capital Management Services, Inc.
Woodward Odiorne’s longest registration is the current one, 14 years at Ellis Investment Partners since 2012. Before joining Ellis Investment Partners in 2012, Woodward Odiorne was registered through Esi Financial Advisors and Capital Management Services Inc.
- – present · 14 yearsBerwyn, PA · Adviser representative · Firm CRD 157669
- Esi Financial Advisors– · under a yearWayne, PA · Adviser representative · Firm CRD 265
- Capital Management Services Inc– · 10 yearsWayne, PA · Adviser representative · Firm CRD 105903
Professional designations
Listed by Ellis Investment Partners
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
Investment adviser representative registrations
Woodward Odiorne is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2012; the most recent is Texas, in April 2013.
- PennsylvaniaSince 27 March 2012
- TexasResidentSince 4 April 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 22 February 1996 |
| Series 1 | Registered Representative Examination | 26 September 1967 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Representative Examination
- Full name
- Woodward Town Odiorne
- CRD
- 351048
- 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
- May 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ellisinvestmentpartners.com
Where does Woodward Odiorne work?
Woodward Odiorne is an investment adviser representative registered through Ellis Investment Partners, LLC since March 2012, and is not listed among the firm’s executive officers or direct owners.
Is Woodward Odiorne a financial advisor?
Yes. Woodward Odiorne has a current investment-adviser registration in Pennsylvania and Texas, through Ellis Investment Partners since March 2012.
How many years of experience does Woodward Odiorne have?
Woodward Odiorne has 25 years in the financial industry, since May 2001, across 3 adviser firms.
What exams has Woodward Odiorne passed?
Woodward Odiorne has passed 2 licensing exams: the Series 1 and Series 63. The earliest, the Series 1, was passed in September 1967.
Where did Woodward Odiorne work before Ellis Investment Partners?
Before Ellis Investment Partners, Woodward Odiorne was registered through Esi Financial Advisors, April 2002 to April 2002.
Where is Woodward Odiorne based?
Woodward Odiorne’s registered office is in Berwyn, PA.
Is Woodward Odiorne registered with FINRA?
No. Woodward Odiorne has no current broker registration.
How can I verify Woodward Odiorne’s record?
Search CRD 351048 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Woodward Odiorne’s full registration record.
