Ellis Nurogar Liddell
Investment adviser representative at Ele Advisory Services, Inc
10 yearsExperience
4 statesRegistered in
$136.5MFirm assets
6 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Ele Advisory Services, IncAug 2021 to now
- Ele Wealth Management, Inc.Mar 2017 to now
- Lucia's Italian RestaurantDec 2017 to Mar 2018
- Stars Ad StrikesJun 2017 to Sep 2017
- Kennesaw State UniversityAug 2016 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 4 states (GA, LA, MI, TX).
Ele Advisory Services, Inc
$136.5MAssets managed
1,156Clients
13Advisers
6 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
- 7417684
- Firm CRD
- 148228