William Lichota
Investment adviser representative at Elevate Financial Planning and Wealth Management
20 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
20 years in the industry.
- Elevate Financial Planning and Wealth ManagementAug 2024 to now
- Florida Financial Advisors dba Elevate Financial PlanningAug 2024 to now
- UberDec 2019 to now
- Self-employedSep 2019 to now
- Dream Emporium (self-employed)Dec 2017 to now
- Town of Newington, Ct Parks and RecreationMay 2022 to Aug 2022
- University of TampaSep 2020 to Feb 2021
- AmazonMay 2020 to Aug 2020
- Laz ParkingJan 2019 to Dec 2019
- Unemployed (student)Sep 2006 to Jan 2019
- Full-time EducationAug 2006 to May 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7975291
- Firm CRD
- 329079