Best Investors Account Sign in
Inactive

Gary Stoller

Elevate Wealth Advisory, Inc.

Athens, GA

CRD 7929588

Claim This Profile
Employer firm

Elevate Wealth Advisory, Inc. CRD 149713

$386M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

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

Current Employers
Elevate Wealth Advisory, Inc.

2500 Daniells Bridge Rd Building 200, Suite 2B, Athens, GA 30606 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-07-22
  • GA RA
    APPROVED
    Since 2024-07-22

Branch Locations

2500 Daniells Bridge Rd Building 200, Suite 2B, Athens, GA 30606 • 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
Southern Hills Financial Jefferson GA 11/2010 06/2020
Ets Financial Hoschton GA 07/2020 07/2024
Elevate Wealth Advisory, Inc Athens GA 07/2024 Present
  • 11/2010 → 06/2020
    Southern Hills Financial
    Jefferson, GA
  • 07/2020 → 07/2024
    Ets Financial
    Hoschton, GA
  • 07/2024 → Present
    Elevate Wealth Advisory, Inc
    Athens, GA
Previous Registrations
Other Businesses

Southern Hills Financial, 0 hours/week, passively receive insurance renewals and bonuses, paid directly to the corporation.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-07
  • S65 Uniform Investment Adviser Law Examination
    2024-05-07

View on SEC IAPD

Nearby Firms

CANNON FINANCIAL STRATEGISTS, INC.
PARK AVENUE SECURITIES LLC
ELWOOD & GOETZ

Nearby Investors

KRISTIN LYNN SMITH
JOHN RUFUS COLE
RACHEL ANN SMITH

Nearby Offices

CANNON FINANCIAL STRATEGISTS, INC. · ATHENS, GA
PARK AVENUE SECURITIES LLC · Athens, GA
ELWOOD & GOETZ · ATHENS, GA

More in Athens, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor