Ellis
Shanley

Plante Moran Financial Advisors

CRD#6809622
Investment Advisor
in Chicago, IL

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About this Advisor

Ellis Shanley is a certified financial planner working in Chicago, Illinois with 2 years of relevant experience. Shanley is on the advisory team at Plante Moran Financial Advisors. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Cousins Subs, Naitonal Golf Center, Select Management LLC, Whiskey Jacks Bar And Saloon, Merrill Lynch, Pierce, Fenner, And Smith Inc, Ubs, University Of Wisconsin - Madison, U.S. Bank, Bank Of America, N.A, Mainstreet Investment Advisors LLC and Plante Moran Financial Advisors. Shanley maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois. Plante Moran Financial Advisors is an advisory company that has its headquarters in Southfield, MI. It has offices in 12 locations and a total of 139 people on staff. It administers $17 billion in assets between its 16,199 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises four charitable organizations. Of its 16,199 accounts, 87% are associated with high-net-worth investors who have at least $1 million in assets. Plante Moran Financial Advisors offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees usually are based on which services the firm provides the client. However, fees charged by Plante Moran Financial Advisors can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10 S Riverside Plaza
Chicago, IL 60606

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Plante Moran Financial Advisors Brokerage Details

Total Assets Under Management

$16,742,515,079

IL Average: $943,424,332
Total Number of Employees

139

IL Average: 21
Total Number of Accounts

16,199

IL Average: 1,586
Average Account Size

$1,033,552

IL Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Ellis Shanley Work History

Ellis has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Plante Moran Financial Advisors

2020 - 2021 (1 year)

Mainstreet Investment Advisors LLC

2019 - 2020 (1 year)

Bank Of America, N.A

2018 - 2020 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2017 (< 1 year)

Whiskey Jacks Bar And Saloon

2017 - 2017 (< 1 year)

Merrill Lynch, Pierce, Fenner, And Smith Inc

2017 - 2018 (1 year)

Ubs

2016 - 2016 (< 1 year)

Select Management LLC

2016 - 2016 (< 1 year)

U.S. Bank

2015 - 2018 (3 years)

University Of Wisconsin - Madison

2014 - 2016 (2 years)

Naitonal Golf Center

2012 - 2013 (1 year)

Cousins Subs

*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 Ellis Shanley 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 Plante Moran Financial Advisors

Steven Gibson
Chicago, IL
Justin Halvorson
Detroit, MI
Jacob Petrick
Portage, MI
Logan Olsen
Monroe, WA
Cartier Zori
West Bloomfield, MI
James Comer
Columbus, OH
Max Wellinger
Southfield, MI
Eric Dahlberg
Southfield, MI

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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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.

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