Eve Elizabeth Ellis
Investment adviser representative at William Blair & Company L.L.C.
18 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$64.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- William BlairJan 2020 to now
- Morgan Stanley Smith BarneyJun 2009 to now
- Citigroup Global Markets IncNov 2008 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 3 states (FL, IL, NY).
William Blair & Company L.L.C.
$64.3BAssets managed
38,171Clients
329Advisers
78 yearsIn 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
- 4517171
- Firm CRD
- 1252