Austin Young has been an investment adviser representative at Elevate Financial Planning and Wealth Management since January 2025, 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 · 1 yearSt. Petersburg, FL · Adviser representative · Firm CRD 329079
Investment adviser representative registrations
Austin Young is registered as an investment adviser representative in 4 states. The first approvals date from January 2025; the most recent is Georgia, in October 2025.
- FloridaSince 29 January 2025
- GeorgiaSince 7 October 2025
- South CarolinaSince 24 August 2025
- TennesseeSince 25 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 December 2024 |
| SIE | Securities Industry Essentials Examination | 19 September 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Austin Keiji Young
- CRD
- 8029927
- 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 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Austin Young work?
Austin Young is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Austin Young a financial advisor?
Yes. Austin Young has a current investment-adviser registration in Florida, Georgia, South Carolina and Tennessee, through Elevate Financial Planning and Wealth Management since January 2025.
How many years of experience does Austin Young have?
Austin Young has 1 year in the financial industry, since January 2025, across 1 adviser firm.
What exams has Austin Young passed?
Austin Young has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in September 2024.
Where is Austin Young based?
Austin Young’s registered office is in St. Petersburg, FL.
Is Austin Young registered with FINRA?
No. Austin Young has no current broker registration.
How can I verify Austin Young’s record?
Search CRD 8029927 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Austin Young’s full registration record.
