William Ellison is a registered investment advisor, based in Austin, TX, with 10 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William works as a Business Systems Analyst for Aristotle Capital Management, LLC since 2014. This is a full-time commitment, requiring 200 hours per month, with 150 hours during trading hours.
Employment History
Current Registrations
Foreside Financial Services, LLC
Foreside Financial Services, LLCBroker
Aristotle Capital Management, LLC
Previous Registrations
Imst Distributors, LLCBroker
State Registrations2 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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