Gary Ely has been an investment adviser representative at TrueWealth Advisors since March 2021, and is not listed among the firm’s executive officers or direct owners.
Truewealth Advisors, LLC is a Hoover, AL firm with $547M under management, 1,104 clients and 13 advisers across 10 offices, as of its August 2026 filing.
Gary L. Ely is a Financial Advisor of TrueWealth Advisors. More than 30 years ago he returned to his childhood home of Huntsville to begin his career as a financial advisor, after working in the banking industry throughout the Southeast. Many of his clients are retired or near retirement, and he also helps the next generation build a financial foundation for their families. He has been licensed in the securities industry since 1991.
Gary Ely’s longest registration was 12 years at Investment Advisors (2000–2012). Before joining TrueWealth Advisors in 2021, Gary Ely was registered through Investment Advisors and Bbva Wealth Solutions Inc.
- Truewealth Advisors, LLCCurrent– present · 5 yearsHuntsville, AL · Adviser representative · Firm CRD 298838
- Investment Advisors– · 7 yearsHuntsville, AL · Adviser representative · Firm CRD 15708
- Bbva Wealth Solutions Inc.– · under a yearHuntsville, AL · Adviser representative · Firm CRD 110476
- Investment Advisors– · 12 yearsHuntsville, AL · Adviser representative · Firm CRD 15708
Investment adviser representative registrations
Gary Ely is registered as an investment adviser representative in Alabama, since March 2021.
- AlabamaSince 5 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 19 January 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 April 1991 |
| Series 7 | General Securities Representative Examination | 10 April 1991 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gary Lynn Ely
- CRD
- 2066209
- Firm
- TrueWealth Advisors · CRD 298838
- Office
- 2707 Artie Street SW, Building 200, Suite 12, Huntsville, AL 35805
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 1992
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- truewealthllc.com
Where does Gary Ely work?
Gary Ely is an investment adviser representative registered through Truewealth Advisors, LLC since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Gary Ely a financial advisor?
Yes. Gary Ely has a current investment-adviser registration in Alabama, through TrueWealth Advisors since March 2021.
How many years of experience does Gary Ely have?
Gary Ely has 34 years in the financial industry, since February 1992, across 3 adviser firms.
What exams has Gary Ely passed?
Gary Ely has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in April 1991. FINRA credited Gary Ely with the SIE, which began in October 2018.
Where did Gary Ely work before TrueWealth Advisors?
Before TrueWealth Advisors, Gary Ely was registered through Investment Advisors, July 2013 to March 2021; Bbva Wealth Solutions Inc., July 2012 to May 2013; Investment Advisors, January 2000 to July 2012.
Where is Gary Ely based?
Gary Ely’s registered office is in Huntsville, AL.
Is Gary Ely registered with FINRA?
Yes. Gary Ely has a current broker registration, under CRD 2066209.
Source: FINRA BrokerCheck
How can I verify Gary Ely’s record?
Search CRD 2066209 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Gary Ely’s full registration record.
