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Alexander Robert Fredette

Investment adviser representative at Elevated Capital Advisors, LLC
10 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

10 years in the industry.

  1. Elevated Capital Advisors, LLCApr 2026 to now
  2. Frisbie Memorial HospitalFeb 2022 to now
  3. Wentworth Douglas HospitalJun 2020 to now
  4. Fredette Financial ServicesJan 2017 to now
  5. Massachusetts General HospitalMay 2017 to May 2020
  6. StudentSep 2016 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (NH).

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
8251342
Firm CRD
226721
Advisor's SEC record (opens in a new tab)
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