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Clay Crawford Ellis

Arkadios Wealth Advisors

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About Clay Crawford Ellis

Clay Crawford Ellis is a financial advisor at Arkadios Wealth Advisors. Clay is a registered representative and investment advisor representative in the state of Texas. Clay has a Series 7TO, Series 63, and Series 65 licenses. Clay is also a Registered Representative of Arkadios Wealth Advisors. Clay is committed to providing financial planning and portfolio management services to individuals, businesses, and high-net-worth clients. Clay has over 10 years of experience in the financial services industry. Clay's firm is based in Atlanta, Georgia and manages over $2.6 billion in assets.

Firm Information

Clay Ellis is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Clay Ellis’s Registration & Firm History

TX

09/09/2024 - Present

Arkadios Wealth Advisors (San Antonio TX)

TX

07/08/2022 - 09/06/2024

EQUITABLE ADVISORS, LLC (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 09/25/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/19/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/08/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/30/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Clay Crawford Ellis.
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