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AL

Anthony O. Lawal

ELL WESS ADVISORS
ATLANTA, GA 30363
Some features on this profile are disabled
CRD#: 7529193
AL

Professional summary


Anthony Olajide Lawal, who also goes by Anthony O Lawal, Anthony Lawal, Tony Lawal, is a registered financial advisor currently at ELL WESS ADVISORS located in Atlanta, Georgia.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Anthony has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Anthony O Lawal | Anthony Lawal | Tony Lawal

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Anthony Olajide Lawal's 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®
None

Experience


Current

June 4, 2025 - Present

ELL WESS ADVISORS

Office #1: 270 17th St Nw Suite 4207, Atlanta, GA 30363
RIA
CRD#: 330466
ATLANTA, GA
Past

January 9, 2023 - May 23, 2023

MORGAN STANLEY

BD
CRD#: 149777
Alpharetta, GA
Past

August 8, 2022 - May 23, 2023

E*TRADE SECURITIES LLC

BD
CRD#: 29106
ALPHARETTA, GA

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.

Highlighted states indicate IAR registrations

IAR
Georgia
(6/4/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/14/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/8/2022
General Securities Representative Examination
General Industry/Product Exam

Current Firm


EW
ELL WESS ADVISORS
ELL WESS ADVISORS | ELL WESS ADVISORS, LLC

CRD#: 330466 / SEC#:

Georgia
Registered Investment Advisory firm - (6/17/2024 Approved)
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Contact information


Main Address
270 17th St Nw Suite 4207, Atlanta, GA 30363
Mailing Address
Phone number
(770) 313-8027
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts7
AUM (Assets Under Management)$ 2,567,000

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.

Company Information


ELL WESS ADVISORS

CRD#: 330466Atlanta, GA 30363

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