Gavin Hunter Watson
Investment adviser representative at Elevate Financial Planning and Wealth Management
13 yearsExperience
1 stateRegistered in
$107.1MFirm assets
Under 1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Elevate Financial Planning and Wealth ManagementJun 2026 to now
- Vanderbilt UniversityAug 2025 to May 2026
- Vaquero Capital LLCJul 2023 to Aug 2023
- The North FaceJun 2022 to Aug 2022
- University of California, RiversideSep 2021 to Jul 2025
- DoordashJan 2021 to Dec 2022
- Polo Ralph LaurenFeb 2020 to Dec 2020
- Foothill High SchoolJul 2017 to Jun 2021
- Northern California Referee AssociationMay 2016 to May 2019
- Hart Middle SchoolJul 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Elevate Financial Planning and Wealth Management
Legal name: Elevate Financial Planning and Wealth Management LLC
$107.1MAssets managed
457Clients
45Advisers
Under 1 yearIn 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
- 7783528
- Firm CRD
- 329079