Terry Ellis has been an investment adviser representative at Greenbelt Investment Advisors since December 2010, and is not listed among the firm’s executive officers or direct owners.
Greenbelt Investment Advisors, LLC is a Round Rock, TX firm with $167M under management, 156 clients and 5 advisers in one office, as of its February 2026 filing.
Terry Ellis’ longest registration is the current one, 15 years at Greenbelt Investment Advisors since 2010. Before joining Greenbelt Investment Advisors in 2010, Terry Ellis was registered through Evolve Investment Advisors and Transamerica Financial Advisors, Inc.
- – present · 15 yearsAdviser representative · Firm CRD 155704
- Evolve Investment Advisors– · 2 yearsAustin, TX · Adviser representative · Firm CRD 131714
- Transamerica Financial Advisors, Inc.– · 6 yearsAustin, TX · Adviser representative · Firm CRD 3600
Investment adviser representative registrations
Terry Ellis is registered as an investment adviser representative in Texas, since December 2010.
- TexasSince 14 December 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 March 2014 |
| Series 66 | Uniform Combined State Law Examination | 22 August 2006 |
| Series 24 | General Securities Principal Examination | 16 May 1996 |
| Series 7 | General Securities Representative Examination | 17 February 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 December 1992 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Terry Dean Ellis
- CRD
- 2298242
- Firm
- Greenbelt Investment Advisors · CRD 155704
- Registration
- Investment adviser registration
- In the industry since
- May 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does Terry Ellis work?
Terry Ellis is an investment adviser representative registered through Greenbelt Investment Advisors, LLC since December 2010, and is not listed among the firm’s executive officers or direct owners.
Is Terry Ellis a financial advisor?
Yes. Terry Ellis has a current investment-adviser registration in Texas, through Greenbelt Investment Advisors since December 2010.
How many years of experience does Terry Ellis have?
Terry Ellis has 25 years in the financial industry, since May 2001, across 3 adviser firms.
What exams has Terry Ellis passed?
Terry Ellis has passed 5 licensing exams: the Series 63, Series 7, Series 24, Series 66 and Series 65. The earliest, the Series 63, was passed in December 1992.
Where did Terry Ellis work before Greenbelt Investment Advisors?
Before Greenbelt Investment Advisors, Terry Ellis was registered through Transamerica Financial Advisors, Inc., May 2001 to December 2007.
Is Terry Ellis registered with FINRA?
No. Terry Ellis has no current broker registration.
How can I verify Terry Ellis’ record?
Search CRD 2298242 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Terry Ellis’ full registration record.