Zachary Gerald Ellis
Investment adviser representative at Florida Financial Advisors, LLC
11 yearsExperience
3 statesRegistered in
$456.1MFirm assets
3 yearsFirm in business
Are you Zachary Gerald Ellis? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Florida Financial Advisors dba Four Corners Financial AdvisorsMay 2025 to now
- Trinity Wealth Securities, LLCAug 2023 to now
- Florida Financial Advisors, LLCMay 2023 to now
- UnemployedJan 2023 to May 2023
- Inglewood Middle SchoolApr 2022 to Jun 2022
- Amazon IncJun 2021 to Sep 2021
- University of WashingtonSep 2019 to Dec 2022
- Fall City FloatingJun 2019 to Sep 2019
- Eastlake High SchoolSep 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 3 states (AZ, FL, TX).
Florida Financial Advisors, LLC
$456.1MAssets managed
3,005Clients
842Advisers
3 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
- 7749322
- Firm CRD
- 288811