Ella Grace Kelsey
Investment adviser representative at D.A. Davidson & Co.
12 yearsExperience
1 stateRegistered in
$41.8BFirm assets
32 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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- D.A. Davidson & Co.Sep 2025 to now
- D.A. DavidsonJul 2025 to now
- D.A. DavidsonJul 2024 to Aug 2024
- Washington Trust BankJul 2023 to Aug 2023
- Tulane A.B. Freeman School of BusinessJun 2021 to Jul 2025
- Roosevelt High SchoolMay 2017 to Jun 2021
- Eckstein Middle SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
D.A. Davidson & Co.
$41.8BAssets managed
70,118Clients
685Advisers
32 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
- 7943119
- Firm CRD
- 199