Unclaimed Profile

Lindsey Lee Chrystan

ELEVATION ADVISORY PARTNERS LLC·LONGWOOD, Florida

SIE, Series 7, Series 24, Series 63CFPClean record20 years registeredELEVATION ADVISORY PARTNERS LLC

231 W. BAY AVENUE, LONGWOOD, FL 32750CRD# 4405583Firm CRD# 312170

Profile Verification

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

Identity

Lindsey Lee Chrystan · LONGWOOD, FL

Registration

CRD #4405583 · ELEVATION ADVISORY PARTNERS LLC · 20 years registered

Brand Profile

Not yet started

Career History

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Sep 2022 – present

ELEVATION ADVISORY PARTNERS LLC

May 2021 – Dec 2022

Grandville, MI

CETERA ADVISOR NETWORKS LLC

May 2021 – Oct 2022

MUSKEGON, MI

SUMMIT FINANCIAL GROUP INC

Aug 2006 – May 2021

GRANDVILLE, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · August 14, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ELEVATION ADVISORY PARTNERS LLC

CRD 312170 · SEC 801-120658

AUM

$172M

Regulatory assets under management

Employees

886 client accounts

Services offered by ELEVATION ADVISORY PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ELEVATION ADVISORY PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Lindsey Lee Chrystan offer?

Lindsey Lee Chrystan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LONGWOOD, Florida for a consultation.

What are Lindsey Lee Chrystan's credentials?

Lindsey Lee Chrystan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Lindsey Lee Chrystan located?

Lindsey Lee Chrystan is based in LONGWOOD, Florida, working with ELEVATION ADVISORY PARTNERS LLC. Their office serves clients in the LONGWOOD metropolitan area and surrounding communities.

How does Lindsey Lee Chrystan charge for services?

Lindsey Lee Chrystan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ELEVATION ADVISORY PARTNERS LLC?

ELEVATION ADVISORY PARTNERS LLC has approximately 4 employees and manages $172M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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