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Colin Mccleery

Elevate Financial Planning And Wealth Management

St. Petersburg, FL

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Current Employers
Elevate Financial Planning And Wealth Management

9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-08
FL RA APPROVED 2025-08-28
  • TX RA
    APPROVED
    Since 2025-12-08
  • FL RA
    APPROVED
    Since 2025-08-28

Branch Locations

9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Elevate Financial Planning And Wealth Management Saint Petersburg FL 08/2025 Present
The Federal Reserve Bank Of Cleveland Cleveland OH 06/2024 06/2025
Cowboy Food And Drink Chagrin Falls OH 05/2023 06/2024
Cleveland Pizza Company Chagrin Falls OH 12/2021 01/2023
Cvs Pharmacy Chagrin Falls OH 12/2020 08/2021
Ohio University Athens OH 08/2021 05/2025
Kenston High School Chagrin Falls OH 08/2017 05/2021
N/A Chagrin Falls OH 01/2015 11/2020
  • 08/2025 → Present
    Elevate Financial Planning And Wealth Management
    Saint Petersburg, FL
  • 06/2024 → 06/2025
    The Federal Reserve Bank Of Cleveland
    Cleveland, OH
  • 05/2023 → 06/2024
    Cowboy Food And Drink
    Chagrin Falls, OH
  • 12/2021 → 01/2023
    Cleveland Pizza Company
    Chagrin Falls, OH
  • 12/2020 → 08/2021
    Cvs Pharmacy
    Chagrin Falls, OH
  • 08/2021 → 05/2025
    Ohio University
    Athens, OH
  • 08/2017 → 05/2021
    Kenston High School
    Chagrin Falls, OH
  • 01/2015 → 11/2020
    N/A
    Chagrin Falls, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-30
  • S65 Uniform Investment Adviser Law Examination
    2025-07-30

View on SEC IAPD

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