Thomas Damon
Investment adviser representative at Elevate Capital Advisors
16 yearsExperience
1 stateRegistered in
$183.3MFirm assets
5 yearsFirm in business
Are you Thomas Damon? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Elevate Capital AdvisorsMar 2023 to now
- Northwestern Mutual Investment Services LLCMay 2021 to Mar 2023
- Jake BlumNov 2020 to Mar 2023
- Jake BlumJul 2020 to Oct 2020
- Total Relocation ServicesMay 2019 to Jun 2020
- International Planning AllianceMay 2018 to May 2019
- The Research Foundation for SunyJan 2017 to May 2018
- BariosMar 2010 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
Elevate Capital Advisors
Legal name: Elevate Capital Advisors, Inc.
$183.3MAssets managed
210Clients
5Advisers
5 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
- 7016699
- Firm CRD
- 288190