About Ellis M. Balsam

Carter & Balsam Advisers is a Registered Investment Adviser in California that charges fee only compensation. Neither the Company nor Ellis M. Balsam takes sales commissions on investment products.


  • Certified Public Accountant - California
  • Uniform Investment Adviser Law Examination - Series 65
  • Rutgers University - MBA
  • Rutgers University - BA


  • American Institute of CPAs
  • California Society of CPAs

Check the background of this firm on FINRA's BrokerCheck #127634
Check the background of this investment professional on FINRA's BrokerCheck #5860301







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