Erin Andrea Ellis

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2009 → 03/2026
  Stifel Independent Advisors, Llc
  St. Louis, MO
• 03/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Reno, NV
• 03/2026 → Present
  Raymond James Financial Services, Inc.
  Reno, NV

Previous Registrations

• 2009-07-20 → 2026-03-05
  Stifel Independent Advisors, Llc
  St. Louis, MO
  Incline Village, NV
  Reno, NV
• 2009-06-25 → 2009-07-17
  Wells Fargo Clearing Services, Llc
  Incline Village, NV

Other Businesses

(1)Name of Business: Address: 6850 Prestwick Circle, Reno, NV, 89502, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 01/07/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee for the Family ILIT.\nThe date listed above is the date the trust was established. \nMy father is still alive. My mother is deceased. An ILIT is established for estate planning purposes. It holds a life insurance policy outside the family estate. Annually, a life insurance premium is gifted to the ILIT by my Dad. The trustee then pays the premium to the life insurance company (Principal) Upon his death, the life insurance policy would be triggered and deposited into the ILIT. (2)Name of Business: Arc Wealth Management Address: 6850 Prestwick Circle, Reno, NV, 89502, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/11/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor / wealth manager.\n (3)Name of Business: Dailey Capital, LLC Address: 6850 Prestwick Circle, Reno, NV, 89502, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/08/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/Manager/Agent - keep business structure filings current.\n

Exams

• S66 Uniform Combined State Law Examination
  2006-12-14

Other Names

• Erin Andrea Dailey