T Connor Shives
Investment adviser representative at Elevation Point Wealth Partners, LLC
10 yearsExperience
1 stateRegistered in
$8.3BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Elevation Point Wealth Partners, LLCAug 2026 to now
- Morgan Stanley Private Bank, N.AApr 2026 to Aug 2026
- Morgan StanleyApr 2023 to Aug 2026
- FacetFeb 2022 to Mar 2023
- EmpowerAug 2020 to Feb 2022
- Personal CapitalAug 2018 to Aug 2020
- StudentSep 2017 to Aug 2019
- Morgan StanleyJul 2017 to Sep 2017
- StudentFeb 2017 to Jun 2017
- Colliers InternationalJan 2017 to Feb 2017
- StudentSep 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MN).
Elevation Point Wealth Partners, LLC
$8.3BAssets managed
4,936Clients
56Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6813997
- Firm CRD
- 137068