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Matthew Scott Ellis

President And Chief Compliance OfficerPlanning Directions, Inc.CRD 5588159

About Matthew Scott Ellis

Matthew Scott Ellis is listed as President And Chief Compliance Officer at Planning Directions, Inc. in Glen Mills, PA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Planning Directions, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Matthew Scott Ellis work?

Matthew Scott Ellis is listed as President And Chief Compliance Officer at Planning Directions, Inc. on SEC Form ADV.

How much of Planning Directions, Inc. does Matthew Scott Ellis own?

Form ADV reports a beneficial ownership band of 50-75%.

Planning Directions, Inc.

TitlePresident And Chief Compliance Officer
Ownership50-75%
Control personYes
Since2023
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