Unclaimed Profile

Ryan Robert Sanford

ELEVATION CAPITAL ADVISORY, LLC·BEND, Oregon

Series 65Clean record11 years registeredELEVATION CAPITAL ADVISORY, LLC

775 SW BONNETT WAY, BEND, OR 97702CRD# 6404567Firm CRD# 171473

Profile Verification

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

Identity

Ryan Robert Sanford · BEND, OR

Registration

CRD #6404567 · ELEVATION CAPITAL ADVISORY, LLC · 11 years registered

Brand Profile

Not yet started

Career History

ELEVATION CAPITAL ADVISORY

Aug 2024 – present

ELEVATION CAPITAL ADVISORY

Dec 2019 – Dec 2023

BEND, OR

ELEVATION CAPITAL ADVISORY

Apr 2016 – Aug 2019

Bend, OR

GLOBAL FINANCIAL PRIVATE CAPITAL, LLC

Oct 2014 – Jul 2017

BEND, OR

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 3, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ELEVATION CAPITAL ADVISORY, LLC

CRD 171473 · SEC 801-118748

AUM

$200M

Regulatory assets under management

Employees

2,085 client accounts

Services offered by ELEVATION CAPITAL ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ELEVATION CAPITAL ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Ryan Robert Sanford offer?

Ryan Robert Sanford specializes in Financial Planning, Investment Management. Contact their office in BEND, Oregon for a consultation.

What are Ryan Robert Sanford's credentials?

Ryan Robert Sanford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ryan Robert Sanford located?

Ryan Robert Sanford is based in BEND, Oregon, working with ELEVATION CAPITAL ADVISORY, LLC. Their office serves clients in the BEND metropolitan area and surrounding communities.

How does Ryan Robert Sanford charge for services?

Ryan Robert Sanford'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 CAPITAL ADVISORY, LLC?

ELEVATION CAPITAL ADVISORY, LLC has approximately 8 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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