Michael Mixon Ellis
Investment adviser representative at Ellis Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Ellis Wealth Advisors, LLCJul 2026 to now
- Purshe Kaplan Sterling InvestmentsJul 2024 to now
- Ellis Land Company, LLC.Mar 2017 to now
- University of Al At Huntsville Lifelong Learning InJan 2017 to Mar 2017
- FinraJan 2016 to Apr 2024
- Sowell Management Services dba Ellis Wealth Advisors LLCJan 2015 to Jul 2026
- Raymond James Financial Services Advisors Inc.Jan 2015 to Jun 2024
- Raymond James Financial Services, Inc.Jan 2015 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (AL).
Ellis Wealth Advisors, LLC
$0Assets managed
0Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4342577
- Firm CRD
- 342527