Nicholas A. Ellison

STEWARDSHIP ADVISORY GROUP

Clermont, FL 34711

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CRD#: 6817985

Professional summary

Nicholas Alexander Ellison, CFP®, who also goes by Nicholas Ellison, Nick Ellison, is a registered financial advisor currently at STEWARDSHIP ADVISORY GROUP, LLC located in Clermont, Florida and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Clermont, Florida.

Nicholas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Nicholas has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nicholas Ellison | Nick Ellison

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) STEWARDSHIP ADVISORY GROUP - FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - CLERMONT, FL - SINCE 12/2019 - INVESTMENT RELATED 2.) NICHOLAS A. ELLISON - INSURANCE AGENT - NON-VARIABLE INSURANCE - CLERMONT, FL - SINCE 12/2019 - INVESTMENT RELATED 3.) STEWARDSHIP LEGACY COACHING, LLC - REPRESENTATIVE - COACHING SERVICES OF THE STEWARDSHIP OF FAMILY LEGACY AND BUSINESS LEGACY - CLERMONT, FL - SINCE 05/2020 - NOT INVESTMENT RELATED 4.) STEWARDSHIP ADVISORY GROUP, LLC - FINANCIAL ADVISOR - REGISTERED INVESTMENT ADVISOR - CLERMONT, FL - SINCE 06/2019 - INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Alexander Ellison's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

July 12, 2019 - Present

STEWARDSHIP ADVISORY GROUP, LLC

Office #1: 17011 S.r. 50 Suite 203, Clermont, FL 34711

RIA

CRD#: 165710

Clermont, FL

Current

March 22, 2019 - Present

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Office #1: 17011 S.r. 50 Ste 203, Clermont, FL 34711

RIA

CRD#: 20804

Clermont, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STEWARDSHIP ADVISORY GROUP, LLC

CRD#: 165710 / SEC#: 801-77684

RIA

Registered Investment Advisory firm - (3/5/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(12/13/2022)

Arizona
(1/3/2025)

California
(6/12/2024)

Colorado
(5/3/2024)

Florida
(7/8/2019)

IAR

Florida
(7/25/2019)

Georgia
(1/26/2021)

Illinois
(9/5/2025)

Indiana
(2/19/2025)

Kansas
(10/8/2021)

Maryland
(7/21/2023)

New Jersey
(7/8/2019)

New York
(1/5/2024)

North Carolina
(1/3/2025)

Ohio
(7/24/2023)

Oklahoma
(6/12/2024)

South Carolina
(7/1/2022)

Tennessee
(1/12/2022)

Texas
(1/3/2025)

IAR

Texas
(1/8/2025)

Virginia
(11/4/2019)

Washington
(8/12/2025)

Wyoming
(6/12/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/2/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/22/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/1/2018

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

STEWARDSHIP ADVISORY GROUP, LLC

CRD#: 165710 / SEC#: 801-77684

RIA

Registered Investment Advisory firm - (3/5/2013 Approved)

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Contact information

Main Address

17011 S.r. 50 Suite 203, Clermont, FL 34711

Mailing Address

Phone number

(407) 470-1405

Established

Firm type

Fiscal year end

# of Employees

187

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (6/12/2025)

Regulatory assets under management

Total Number of Accounts	1,108
AUM (Assets Under Management)	$ 261,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Nicholas A. Ellison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Alexander Ellison's CRS (Customer Relationship Summary).

Certified licenses

Experience

STEWARDSHIP ADVISORY GROUP, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Primary Firm SEC Registration

STEWARDSHIP ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/2/2019

Series 7TO

Date: 3/22/2019

SIE

Date: 12/1/2018

FINRA

Current Firm

STEWARDSHIP ADVISORY GROUP, LLC

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEWARDSHIP ADVISORY GROUP, LLC

TRUST BUT VERIFY

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