Inactive

Megan Horvat

Elevatus Wealth Management, LLC

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Current Employers

Elevatus Wealth Management, Llc

1501 Pittsford Victor Road Suite 101, Victor, NY 14564 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-01-16
NY	RA	APPROVED	2024-06-27

CO RA
APPROVED

Since 2025-01-16
NY RA
APPROVED

Since 2024-06-27

Branch Locations

1501 Pittsford Victor Road Suite 101, Victor, NY 14564 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pittsford	NY	10/2015	08/2019
Bank Of America, N.A.	Pittsford	NY	03/2016	08/2019
Commonwealth Financial Network	Waltham	MA	08/2019	06/2024
Thorley Wealth Management, Inc.	Pittsford	NY	08/2019	06/2024
Elevatus Wealth Management, Llc	Victor	NY	06/2024	Present

10/2015 → 08/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pittsford, NY
03/2016 → 08/2019

Bank Of America, N.A.

Pittsford, NY
08/2019 → 06/2024

Commonwealth Financial Network

Waltham, MA
08/2019 → 06/2024

Thorley Wealth Management, Inc.

Pittsford, NY
06/2024 → Present

Elevatus Wealth Management, Llc

Victor, NY

Previous Registrations

2021-06-29 → 2024-07-17

Commonwealth Financial Network

Pittsford, NY

Rochester, NY

Rochester, NY

Fairpoint, NY
2016-02-04 → 2019-08-02

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pittsford, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-02-02
S63	Uniform Securities Agent State Law Examination	2013-07-08

S65 Uniform Investment Adviser Law Examination

2016-02-02
S63 Uniform Securities Agent State Law Examination

2013-07-08

Designations

Other Names

Megan Anne Forsyth
Megan Anne Rinaudo
Megan Rinaudo

View on SEC IAPD

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Other Investors

David Gary Green

Randal Karl Engelbrecht

BRUCE G. CHARLETON

COURTENAY AUGUSTA CATALFAMO

Sydney Charleton

DANIEL J CUSATO

LOUIS GEORGE GIULIANO

Other Offices

EVER GREEN WEALTH MANAGEMENT, LLC · VICTOR, NY

OSAIC WEALTH, INC. · VICTOR, NY

LPL FINANCIAL LLC · VICTOR, NY

EDWARD JONES · VICTOR, NY

CETERA INVESTMENT ADVISERS LLC · VICTOR, NY

LPL FINANCIAL LLC · VICTOR, NY

OSAIC WEALTH, INC. · VICTOR, NY

TRANSPARENT WEALTH CONSULTING LLC · NEW YORK, NY

More in Victor, NY

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