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Terry Dean Ellis

Greenbelt Investment Advisors, LLC

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About Terry Dean Ellis

Terry Dean Ellis is an Investment Advisor Representative at Greenbelt Investment Advisors, LLC. Terry has over 20 years of experience in the financial services industry. Terry is registered with the state of Texas as an Investment Advisor Representative. Terry has a Series 63, 65 and 66 license. Terry specializes in providing financial planning and portfolio management services to individuals and families. Terry previously worked at Evolve Securities, Inc., AFS Brokerage, Inc. and Transamerica Financial Advisors, Inc.

Firm Information

Terry Ellis is currently registered with Greenbelt Investment Advisors, LLC. Greenbelt Investment Advisors, LLC is an investment advisor based in Round Rock, TX. The firm offers financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Greenbelt Investment Advisors, LLC manages approximately $134,578,405 in regulatory assets under management. They have a team of 3 licensed agents and 5 investment advisor representatives.
Greenbelt Investment Advisors, LLC

100 E MAIN STREET

ROUND ROCK, TX 78664

$134.58M

Assets Under Management

Not reported

Total Clients

3

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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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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Terry Ellis’s Registration & Firm History

TX

12/14/2010 - Present

Greenbelt Investment Advisors, LLC (ROUND ROCK TX)

TX

04/30/2008 - 12/14/2010

EVOLVE SECURITIES, INC. (DALLAS TX)

TX

01/02/2008 - 04/30/2008

AFS BROKERAGE, INC. (AUSTIN TX)

TX

07/17/2000 - 12/31/2007

TRANSAMERICA FINANCIAL ADVISORS, INC. (AUSTIN TX)

MA

01/28/1997 - 07/14/2000

INVESTORS CAPITAL CORP. (LYNNFIELD MA)

CA

02/19/1993 - 02/11/1997

INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 03/31/2014

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/22/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/29/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/1996

Series 24 - General Securities Principal Examination

BC

Issued 02/17/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Terry Dean Ellis.
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