Nicholas Alexander Ellison
Investment adviser representative at Oneascent Financial Services LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.5BFirm 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 fee
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
11 years in the industry.
- Oneascent Financial Services LLCJul 2026 to now
- Oneascent Financial Solutions, LLCJul 2026 to now
- Stewardship Legacy Coaching, LLCMay 2020 to now
- Nicholas A. EllisonDec 2019 to now
- Stewardship Advisory Group, LLCSep 2018 to now
- Cornerstone Wealth ManagementMay 2018 to Aug 2018
- Hsc Wealth AdvisorsMar 2018 to May 2018
- Liberty University Intramural SportsSep 2017 to May 2018
- The Beacon Group of CompaniesJun 2016 to Aug 2017
- Golden Nugget Casino Atlantic CityJun 2015 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Oneascent Financial Services LLC
$3.5BAssets managed
5,279Clients
79Advisers
10 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
- 6817985
- Firm CRD
- 284549