Aidan Files has been an investment adviser representative at Elevate Financial Planning and Wealth Management since January 2026, and is not listed among the firm’s executive officers or direct owners.
Elevate Financial Planning and Wealth Management LLC is a St. Petersburg, FL firm with $107M under management, 457 clients and 36 advisers across 2 offices, as of its June 2026 filing.
- – present · under a yearSt. Petersburg, FL · Adviser representative · Firm CRD 329079
Investment adviser representative registrations
Aidan Files is registered as an investment adviser representative in Florida, since January 2026.
- FloridaSince 20 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 September 2025 |
| SIE | Securities Industry Essentials Examination | 13 December 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Aidan Theodore Files
- CRD
- 7937221
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Office
- 9400 4TH STREET N, SUITE 201, St. Petersburg, FL 33702
- Registration
- Investment adviser registration
- In the industry since
- January 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Aidan Files work?
Aidan Files is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Aidan Files a financial advisor?
Yes. Aidan Files has a current investment-adviser registration in Florida, through Elevate Financial Planning and Wealth Management since January 2026.
How many years of experience does Aidan Files have?
Aidan Files has 0 years in the financial industry, since January 2026, across 1 adviser firm.
What exams has Aidan Files passed?
Aidan Files has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in December 2024.
Where is Aidan Files based?
Aidan Files’ registered office is in St. Petersburg, FL.
Is Aidan Files registered with FINRA?
No. Aidan Files has no current broker registration.
How can I verify Aidan Files’ record?
Search CRD 7937221 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aidan Files’ full registration record.
