Alexander Benham has been an investment adviser representative at Elevate Financial Planning and Wealth Management since June 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 yearChattanooga, TN · Adviser representative · Firm CRD 329079
Investment adviser representative registrations
Alexander Benham is registered as an investment adviser representative in 2 states. Each was approved in June 2026.
- FloridaSince 30 June 2026
- TennesseeSince 26 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 May 2026 |
| SIE | Securities Industry Essentials Examination | 10 January 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Alexander Harrison Benham
- CRD
- 8301598
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Office
- 1200 Premier Dr, Suite 225, Chattanooga, TN 37421
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Alexander Benham work?
Alexander Benham is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Alexander Benham a financial advisor?
Yes. Alexander Benham has a current investment-adviser registration in Florida and Tennessee, through Elevate Financial Planning and Wealth Management since June 2026.
How many years of experience does Alexander Benham have?
Alexander Benham has 0 years in the financial industry, since June 2026, across 1 adviser firm.
What exams has Alexander Benham passed?
Alexander Benham has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in January 2026.
Where is Alexander Benham based?
Alexander Benham’s registered office is in Chattanooga, TN.
Is Alexander Benham registered with FINRA?
No. Alexander Benham has no current broker registration.
How can I verify Alexander Benham’s record?
Search CRD 8301598 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alexander Benham’s full registration record.
