EW
EW
Ellery Willard
10 Years of Experience
Tampa, FL
1 DisclosureBroker
Ellery Willard is a registered investment advisor at Cetera Investment Advisers LLC, based in Tampa, FL, with 10 years of industry experience. Ellery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
4211 West Boy Scout Blvd, Suite 190, Tampa, FL, 33607
Get directionsHistory
Regulatory History (1)
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Criminal
July 1985Final Disposition
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Cetera Investment Services LLCBroker
September 2025 - Present · 1 yr
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2014 - March 2024 · 9 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2014 - March 2024 · 9 yrs 6 mos
State Registrations2 states
FLMS
AdvisorBrokerBoth
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
No exam information available for this advisor.