Elliott Aaron Ellis
Investment adviser representative at Osaic Wealth, Inc.
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$234.9BFirm 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
14 years in the industry.
- Osaic Wealth, Inc.Feb 2025 to now
- OsaicFeb 2025 to now
- Guardian Life Insurance CompanySep 2023 to Feb 2025
- Park Avenue SecuritiesSep 2023 to Feb 2025
- Ameriprise Financial Services, LLCNov 2022 to Sep 2023
- Sanibel Harbor Yacht ClubJan 2020 to Jan 2023
- Towne ParkMay 2019 to Aug 2019
- Florida Gulf Coast UniversityAug 2018 to Dec 2022
- Cracker BarrelDec 2017 to Aug 2019
- Steak N' ShakeSep 2016 to Dec 2017
- Osceola County GopSep 2016 to Nov 2016
- Osceola County School DistrictAug 2012 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7656272
- Firm CRD
- 23131