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Ella Grace Kelsey

D.A. Davidson & Co.

Seattle, WA

CRD 7943119

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Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
D.A. Davidson & Co.

8 Third Street North, Great Falls, MT 59401 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-09-29
  • WA RA
    APPROVED
    Since 2025-09-29

Branch Locations

701 5Th Avenue Suite 4050, Seattle, WA 98104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Washington Trust Bank Seattle WA 07/2023 08/2023
D.A. Davidson Seattle WA 07/2024 08/2024
Tulane A.B. Freeman School Of Business New Orleans LA 06/2021 07/2025
Roosevelt High School Seattle WA 05/2017 06/2021
Eckstein Middle School Seattle WA 08/2014 05/2017
D.A. Davidson Seattle WA 07/2025 Present
  • 07/2023 → 08/2023
    Washington Trust Bank
    Seattle, WA
  • 07/2024 → 08/2024
    D.A. Davidson
    Seattle, WA
  • 06/2021 → 07/2025
    Tulane A.B. Freeman School Of Business
    New Orleans, LA
  • 05/2017 → 06/2021
    Roosevelt High School
    Seattle, WA
  • 08/2014 → 05/2017
    Eckstein Middle School
    Seattle, WA
  • 07/2025 → Present
    D.A. Davidson
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-26
  • S66 Uniform Combined State Law Examination
    2025-09-26

View on SEC IAPD

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