Unclaimed Profile

Brian M Truxaw

ELEVATION ADVISORY PARTNERS LLC·ORLANDO, Florida

Series 65Clean record3 years registeredELEVATION ADVISORY PARTNERS LLC

3505 LAKE LYNDA DRIVE, ORLANDO, FL 32817CRD# 7619457Firm CRD# 312170

Profile Verification

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

Identity

Brian M Truxaw · ORLANDO, FL

Registration

CRD #7619457 · ELEVATION ADVISORY PARTNERS LLC · 3 years registered

Brand Profile

Not yet started

Career History

ELEVATION ADVISORY PARTNERS LLC

Aug 2022 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 31, 2022

Years registered · 3

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 Brian M Truxaw offer?

Brian M Truxaw specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ORLANDO, Florida for a consultation.

What are Brian M Truxaw's credentials?

Brian M Truxaw is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian M Truxaw located?

Brian M Truxaw is based in ORLANDO, Florida, working with ELEVATION ADVISORY PARTNERS LLC. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.

How does Brian M Truxaw charge for services?

Brian M Truxaw'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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