Dylan Paskell
Investment adviser representative at Elevate Financial Planning and Wealth Management
10 yearsExperience
6 statesRegistered 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
10 years in the industry.
- Elevate Financial Planning and Wealth ManagementJul 2024 to now
- Florida Financial Advisors dba Elevate Financial AdvisorsJul 2024 to now
- Hillcrest Healthcare Communities Inc.Feb 2021 to Jun 2024
- Southern Grace Coffee Co.Jul 2020 to Jan 2021
- UnemployedMay 2020 to Jun 2020
- Florida Department of Children and FamiliesJan 2020 to Apr 2020
- Redeye CoffeeJan 2019 to Dec 2019
- Florida State UniversityAug 2017 to May 2020
- University of Alabama At BirminghamAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 6 states (AL, FL, GA, SC, TN, VA).
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
- 7955298
- Firm CRD
- 329079