Stacey EllisCRD Number: 4455210
Current Firm: Rbc Capital Markets, LLC
Stacey Ellis (CRD# 4455210) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Saint Petersburg, FL and has over 6 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Rbc Capital Markets, LLC||St. Petersburg, FL||Sep 2013 - Current||4|
|Doyle Wealth Management, Inc.||St. Petersburg, FL||Feb 2011 - Sep 2013||2|
|Unemployed||St. Petersburg, FL||Nov 2006 - Feb 2011||4|
|Raymond James & Associates, Inc.||St. Petersburg, FL||Apr 2006 - Nov 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2011|
|S63||Uniform Securities State Law Examination||Oct 2013|
Total Assets Under Management76,274MILLIONS
Total Number of Accounts192,243ACCOUNTS
Average Account Value$396,757
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops