Eve
Ellis

William Blair

CRD#4517171
Investment Advisor
in Chicago, IL

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About this Advisor

Eve Ellis is a certified financial planner operating in Chicago, Illinois with 3 years of industry experience. Ellis is an employee of William Blair. Throughout their career, they have worked at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and William Blair. Ellis maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois and New York. William Blair is a company based in Chicago, IL. The firm has offices in 10 locations and a total of 345 advisors. It handles $42 billion in assets under management between its 44,686 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 39 charitable organizations. Of its 44,686 client accounts, 32% are associated with high-net-worth individuals who have more than $1 million in assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically depend on which service is provided. Fees billed by William Blair may include asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

150 North Riverside Plaza
Chicago, IL 60606

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William Blair Brokerage Details

Total Assets Under Management

$41,721,600,830

IL Average: $6,674,516,078
Total Number of Employees

345

IL Average: 44
Total Number of Accounts

44,686

IL Average: 2,564
Average Account Size

$933,662

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Eve Ellis Work History

Eve has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

William Blair

2009 - Present (15 years)

Morgan Stanley Smith Barney

2008 - Present (16 years)

Citigroup Global Markets Inc

2015 - 2020 (5 years)

Morgan Stanley Private Bank, National Association

*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 Eve Ellis 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 William Blair & Company L.L.C

Douglas Kryscio
Chicago, IL
Luke Hepler
Chicago, IL
Kimberly Speese
Chicago, IL
Ashley Mcguinness
Chicago, IL
Daniel Maude
Chicago, IL
Kyle Bakhshi
Chicago, IL
Elinor Escamilla
Chicago, IL
Michael Pezzuto
Chicago, IL

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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