Julia M. Ellisor
Professional summary
Julia Mclean Ellisor, who also goes by Julia Mclean Ellisor, is a registered financial advisor currently at OPENARC CORPORATE ADVISORY, LLC located in Atlanta, Georgia and MADISON PARTNERS located in Smyrna, Georgia.
Julia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Julia has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Julia Mclean Ellisor's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 14, 2025 - Present
OPENARC CORPORATE ADVISORY, LLC
Office #1: 3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326April 30, 2026 - Present
MADISON PARTNERS
March 16, 2021 - October 6, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 15, 2021 - October 6, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 10, 2020 - October 16, 2020
EQUITABLE ADVISORS, LLC
October 22, 2019 - October 16, 2020
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
MADISON PARTNERS
CRD#: 305824 / SEC#: 801-118168
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/14/2025)
Exams
Series 7TO
Date: 10/22/2019
General Securities Representative ExaminationCurrent Firm
MADISON PARTNERS
CRD#: 305824 / SEC#: 801-118168
Contact information
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,213 |
| AUM (Assets Under Management) | $ 1,303,110,029 |
Red Flags
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