William Robert Ellis

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 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

• 12/2002 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 12/2002 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. FORT WORTH BUSINESS PROFESSIONALS; PRESIDENT; 06/13/2011; 4 HRS/MO. 2. CHESAPEAK ENERGY; P.O. BOX 18496, OKLAHOMA CITY, OK 73154; LEASE OF GAS RIGHTS; 6/2012; 0 HRS. 3. TRIMBLE TECHNICAL HIGH SCHOOL; 1003 W. CANNON STREET, FORT WORTH, TX 76104; COMMUNITY MEMBER; 4/2014; 2 HRS PER MTH. 4. BIG BROTHERS BIG SISTERS TARRANT COUNTY; 205 WEST MAIN STREET, ARLINGTON, TX 76010; BOARD MEMBER; 7/1/2020; 3 HR/MO. 5. BOY SCOUTS OF AMERICA LONGHORN COUNCIL; 850 CANNON DR, HURST, TX 76054; BOARD MEMBER; 12/28/2020; 1 HR/MO. 6. BIG BROTHERS BIG SISTERS OUTDOORS COMMITTEE; 205 WEST MAIN STREET, ARLINGTON, TX 76010; COMMITTEE MEMBER; 12/28/2020; 2 HRS/MO. 7. DUCKS UNLIMITED; FT. WORTH; BOARD MEMBER; 12/28/2020; 1 HR/MO. 8. SHORT TERM RENTAL PROPERTY; 3424 HAMILTON AVE, FORT WORTH, TX 76107; OWNER; 4/13/2022; 1 HR/MO. 9. POA FOR MOTHER'S ESTATE; 5/2/2024. 10. Boy Scouts of America; 850 Cannon Drive Hurst, TX 76054; VP of Development; Start 6/1/2026; Approx 4 hours/month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-06-09
• S63 Uniform Securities Agent State Law Examination
  2003-04-26

Other Names

• Bobby Ellis
• Bob Ellis