Marvin Todd Ellis
Investment adviser representative at Raymond James Financial Services Advisors, Inc
21 yearsExperience
2 statesRegistered in
ChFC®Designation
$390BFirm 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Nuvista WealthAug 2024 to now
- Strategic Risk AlternativesSep 2019 to now
- Raymond James Financial Services Advisors, IncJan 2009 to now
- Raymond James Financial Services, Inc.Jul 2005 to now
- Wasatch WealthMar 2016 to Jan 2025
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 4819656
- Firm CRD
- 149018