Unclaimed Profile

Stephen John Peterson

ELEVATE CAPITAL GROUP, LLC·NEWPORT BEACH, California

Clean 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

Disclosure history

Clean record · no disclosure events on file

About

Stephen John Peterson is a registered financial advisor based in NEWPORT BEACH, California, affiliated with ELEVATE CAPITAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

ELEVATE CAPITAL GROUP, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

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Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6262023

Firm CRD# 332775

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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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