Elevate Wealth Advisory, Inc.

Elevate Wealth Advisory, Inc. (CRD# 149713) is a financial advisory firm headquartered in Athens, GA. They manage $290,883,747 in 1,783 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    291
    MILLION
  • Total Number of Accounts
    1,783
    ACCOUNTS
  • Average Account Value
    $163,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, LA, NC, SC, TN, TX

Financial Advisors at Elevate Wealth Advisory, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Deanna L. Bloom
CRD#: 4708174
190 Hawthorne Park, Athens, GA 30606

Deanna Bloom (CRD# 4708174) is an Investment Advisor Representative working at Elevate Wealth Advisory, Inc. in Athens, GA and has over 19 years of experience in the finance industry.

2
Robert M. Fezekas
CRD#: 2972284
190 Hawthorne Park, Athens, GA 30606

Robert Fezekas (CRD# 2972284) is an Investment Advisor Representative working at Elevate Wealth Advisory, Inc. in Athens, GA and has over 26 years of experience in the finance industry.

3
Clarke C. Holt
CRD#: 3206937
190 Hawthorne Park, Athens, GA 30606

Clarke Holt (CRD# 3206937) is an Investment Advisor Representative working at Elevate Wealth Advisory, Inc. in Athens, GA and has over 24 years of experience in the finance industry.

4
David M. Jenkins
CRD#: 6456564
190 Hawthorne Park, Athens, GA 30606

David Jenkins (CRD# 6456564) is an Investment Advisor Representative working at Elevate Wealth Advisory, Inc. in Athens, GA and has over 8 years of experience in the finance industry.

5
Cynthia D. Rosso
CRD#: 5021755
190 Hawthorne Park, Athens, GA 30606

Cynthia Rosso (CRD# 5021755) is an Investment Advisor Representative working at Elevate Wealth Advisory, Inc. in Athens, GA and has over 16 years of experience in the finance industry.

6
Charles J. Vickery
CRD#: 454591
190 Hawthorne Park, Athens, GA 30606

Charles Vickery (CRD# 454591) is an Investment Advisor Representative working at Elevate Wealth Advisory, Inc. in Athens, GA and has over 41 years of experience in the finance industry.

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