Julia
Ellisor
Merrill Lynch, Pierce, Fenner & Smith Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Julia Ellisor is a financial advisor operating out of Atlanta, Georgia with 2 years of industry experience. Ellisor is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Ellisor has held roles at Klein Oak High School, Gateway Mortgage Group LLC, University Of Alabama, Axa Advisors LLC, Honey Dunlap And Associates, Equitable Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Inc. Ellisor holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and can operate in Georgia and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory company based out of New York, NY. The company has offices in 3,372 locations and a total of 36,687 people on staff. It controls $1 trillion in assets across its 2,864,234 accounts, making it one of the largest firms in the nation by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% are associated with high-net-worth individuals who have more than $1 million in assets. The firm provides a broad set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules usually vary depending on which service is provided. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc can be comprised of any combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Julia Ellisor Work History
Julia has been registered as a financial advisor for 2 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Axa Advisors LLC
Equitable Advisors, LLC
Gateway Mortgage Group LLC
Honey Dunlap And Associates
University Of Alabama
Klein Oak 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 Julia Ellisor 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 Merrill Lynch, Pierce, Fenner & Smith Inc
Scottsdale, AZ
Grand Rapids, MI
Chevy Chase, MD
Columbia, MD
Virginia Beach, VA
Jacksonville, FL
Miamisburg, OH
Lincoln, RI
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
