Elevation, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 140341
- Registered since
- August 25, 2006
- Website
- www.elevationsecurities.com
Firm profile
FINTRXOverview
Elevation, LLC is organized as a limited liability company and has been SEC-registered since 2006. Ownership is listed as a mix of a domestic entity and an individual. FINTRX classifies the firm as Unclassified and provides limited detail on its advisory services; the firm does not identify itself as a multi-state adviser, a related adviser, or a pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Josiah Lucas
Partner, COOCRD 6178218
Patrick Sheehan
CEOCRD 2053134
Christopher Meunier
Chief Compliance OfficerCRD 7407392
Contacts
3 of 23
Eliza Cozart
InternCRD 7816766
Margaret Sheehan
OperationsCRD 7929258
Ian Harris
Senior Managing DirectorCRD 7718778
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 6836 Carnegie Blvd
- Time zone
- ET (UTC-5)
- Office locations
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