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William G Ellenberg

Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
1 stateRegistered in
$501BFirm assets
51 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 feeCommissions

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

10 years in the industry.

  1. Raymond James & Associates, Inc.Jul 2026 to now
  2. Calhoun Corners RestaurantFeb 2025 to Jun 2026
  3. Full Time StudentSep 2024 to Feb 2025
  4. Connie Maxwell Children's MinistriesJun 2023 to Aug 2024
  5. Full Time StudentJan 2016 to Jun 2023

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (SC).

Raymond James & Associates, Inc.

$501BAssets managed
531,617Clients
5,571Advisers
51 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
8074119
Firm CRD
705
Advisor's SEC record (opens in a new tab)
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