Garrett T Ellis
Investment adviser representative at Harold Dance Investments
11 yearsExperience
1 stateRegistered in
$158MFirm assets
2 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
Experience
11 years in the industry.
- Harold Dance InvestmentsAug 2025 to now
- Spruce Ridge Estates, LLCFeb 2024 to now
- Sprinkler Pro Ak, LLCMay 2023 to now
- Karl Malone PowersportsSep 2021 to Apr 2022
- Brigham Young UniversityAug 2021 to Apr 2025
- Sprinkler Pro Alaska, LLCJun 2018 to May 2023
- Nikiski High SchoolAug 2015 to Jun 2019
- Markham & Scow FisheriesApr 2015 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
Harold Dance Investments
Legal name: Harold W. Dance Inc.
$158MAssets managed
306Clients
8Advisers
2 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
- 8075680
- Firm CRD
- 1582