Unclaimed Profile

Stephen John Peterson

ELEVATE CAPITAL GROUP, LLC·NEWPORT BEACH, California

SIE, Series 6, Series 63Clean recordELEVATE CAPITAL GROUP, LLC

4675 MACARTHUR CT., NEWPORT BEACH, CA 92660CRD# 6262023Firm CRD# 332775

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen John Peterson · NEWPORT BEACH, CA

Registration

CRD #6262023 · ELEVATE CAPITAL GROUP, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ELEVATE CAPITAL GROUP, LLC

CRD 332775 · SEC 801-131140

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by ELEVATE CAPITAL GROUP, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ELEVATE CAPITAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen John Peterson offer?

Stephen John Peterson specializes in Investment Management, Fee-Only Advisory. Contact their office in NEWPORT BEACH, California for a consultation.

What are Stephen John Peterson's credentials?

Stephen John Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen John Peterson located?

Stephen John Peterson is based in NEWPORT BEACH, California, working with ELEVATE CAPITAL GROUP, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Stephen John Peterson charge for services?

Stephen John Peterson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ELEVATE CAPITAL GROUP, LLC?

ELEVATE CAPITAL GROUP, LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.

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