Nicholas
Ellison
Stewardship Advisory Group, LLC
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About this Advisor
Nicholas Ellison is a financial advisor working out of Clermont, Florida with a total of 4 years of relevant experience. Ellison works at Stewardship Advisory Group, LLC. During their career, the advisor has held roles at Golden Nugget Casino Atlantic City, The Beacon Group Of Companies, Liberty University Intramural Sports, Hsc Wealth Advisors, Cornerstone Wealth Management, Stewardship Advisory Group, LLC, Oakcrest High School, Stewardship Legacy Coaching, LLC and Nicholas A. Ellison. Ellison has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Stewardship Advisory Group, LLC is a registered investment company based in Clermont, FL. The investment advisory business has offices in seven locations and a total of 30 employees. It has $329 million in assets under management between its 927 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm serves seven charitable organizations. Of its 927 accounts, just 7% are associated with high-net-worth clients who have at least $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules typically vary depending on which services the firm provides the client. Fees charged by Stewardship Advisory Group, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stewardship Advisory Group, LLC Brokerage Details
$328,472,000
30
927
$354,339
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Nicholas Ellison Work History
Nicholas has been registered as a financial advisor for 4 years.*
Stewardship Legacy Coaching, LLC
Nicholas A. Ellison
Stewardship Advisory Group, LLC
Stewardship Legacy Coaching, LLC
Stewardship Advisory Group, LLC
Nicholas A. Ellison
Hsc Wealth Advisors
Cornerstone Wealth Management
Stewardship Advisory Group, LLC
Liberty University Intramural Sports
The Beacon Group Of Companies
Golden Nugget Casino Atlantic City
Oakcrest High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicholas Ellison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stewardship Advisory Group, LLC
Byron Center, MI
Clermont, FL
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Mansfield, TX
Clermont, FL
Evergreen, CO
Clermont, FL
Seattle, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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