Larry Joseph Ellis

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 02/2007 → Present
  Raymond James & Associates
  St. Petersburg, FL
• 01/2008 → Present
  Larry Ellis - Goldsmith
  St Pete Beach, FL

Previous Registrations

• 1995-03-16 → 2007-02-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  St Petersburg, FL
  Saint Petersburg, FL

Other Businesses

(1)Name of Business: 4664 Freemont Terrace, LLC and 4736 Freemont Terrace, LLC Address: 171 N. Tessier Dr, St. Petersburg Beach, FL, 33706, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/24/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My mother passed and I inherited the business. (2)Name of Business: Larry Ellis - Goldsmith Address: 171 N. Tessier Dr, St. Pete Beach, FL, 33706, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/23/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: sale and repair of fine jewelry

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-03-28
• S65 Uniform Investment Adviser Law Examination
  1995-03-28

Designations

• Certified Financial Planner