Khaleel Hanif Mccalla

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

• 05/2026 → Present
  Elevate Financial Planning And Wealth Management
  Saint Petersburg, FL
• 05/2023 → 05/2026
  Usf Housing And Residential Education
  Tampa, FL
• 05/2025 → Present
  Usf Recreation And Wellness
  Tampa, FL
• 08/2023 → 11/2023
  Nike
  Lutz, FL
• 02/2022 → 06/2022
  Azteca D'ORo Mexican Restaurant
  Winter Garden, FL
• 06/2022 → 05/2026
  University Of South Florida
  Tampa, FL
• 09/2016 → 10/2019
  Kingston College
  Kingston
• 11/2019 → 05/2022
  Windermere High School
  Windermere, FL

Other Businesses

Elevate Financial Planning and Wealth Management. Investment Related. St. Petersburg, FL . Nature of Business: RIA. Position: Financial Consultant. Start Date: 02/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-21

Other Names

• Khaleel Mccalla