Zachary Ross Underwood

Employer firm

Elevate Financial Planning And Wealth Management CRD 329079

$107M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2025 → 08/2025
  Elevate Financial Planning And Wealth Management Llc
  St. Petersburg, FL
• 01/2026 → Present
  Elevate Financial Planning And Wealth Management Llc
  St. Petersburg, FL
• 01/2026 → Present
  Elevate Insurance Agency Services Llc
  St. Petersburg, FL
• 06/2021 → 12/2021
  Pusser's Caribbean Grille
  Ponte Vedra Beach, FL
• 03/2019 → 08/2024
  Surf Into Summer
  Ponte Vedra Beach, FL
• 01/2022 → 12/2025
  Florida State University
  Tallahassee, FL
• 08/2016 → 05/2021
  Ponte Vedra High School
  Ponte Vedra Beach, FL

Other Businesses

Elevate Insurance Agency Services LLC. Investment Related. St. Petersburg, FL. Fixed Insurance Sales-Health, Life & Variable Annuity. Financial Consultant. 01/2026. Hours per Month: 160 hours of which 160 hours are during trading. Duties: Fixed insurance sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-19