Gerard Joseph O'neill
Investment adviser representative at Elevated Capital Advisors, LLC
17 yearsExperience
1 stateRegistered in
$499.1MFirm assets
9 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.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Elevated Capital Advisors, LLCMar 2023 to now
- Capital Asset Advisory ServiceApr 2019 to now
- Gjo FinancialApr 2009 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Elevated Capital Advisors, LLC
$499.1MAssets managed
1,007Clients
21Advisers
9 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
- 7112705
- Firm CRD
- 226721