Eve Ellis is a CFP-designated registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 24 years of industry experience. Eve is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 38,171 clients with $64B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
The William Blair Building, 150 North Riverside, Chicago, IL, 60606-1594
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Eve is involved with White Dog Productions, LLC, a theatre production company, and serves as an advisory board member for First Women's Bank since March 2023, dedicating minimal time to the bank.
Employment History
Current Registrations
William Blair & Company L.L.C.
William BlairBroker
William Blair
Previous Registrations
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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