Carter Bowman has been an investment adviser representative at Elevate Financial Planning and Wealth Management since November 2024, 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.
Carter Bowman is Territory Director and Financial Advisor of Elevate Financial Planning and Wealth Management. Bowman entered financial services through an internship, and most of the week goes to building financial plans, running client meetings and following through until the plans are in place.
Carter Bowman’s longest registration is the current one, 1 year at Elevate Financial Planning and Wealth Management since 2024. Before joining Elevate Financial Planning and Wealth Management in 2024, Carter Bowman was registered through Florida Financial Advisors, LLC.
- – present · 1 yearSt. Petersburg, FL · Adviser representative · Firm CRD 329079
- Florida Financial Advisors, LLC– · under a yearSaint Petersburg, FL · Adviser representative · Firm CRD 288811
Investment adviser representative registrations
Carter Bowman is registered as an investment adviser representative in 2 states. The first approvals date from November 2024; the most recent is Virginia, in March 2026.
- FloridaSince 7 November 2024
- VirginiaSince 6 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 July 2024 |
| SIE | Securities Industry Essentials Examination | 1 April 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Carter Jay Bowman
- CRD
- 7962855
- 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
- September 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- elevatefpwm.com
Where does Carter Bowman work?
Carter Bowman is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is Carter Bowman a financial advisor?
Yes. Carter Bowman has a current investment-adviser registration in Florida and Virginia, through Elevate Financial Planning and Wealth Management since November 2024.
How many years of experience does Carter Bowman have?
Carter Bowman has 2 years in the financial industry, since September 2024, across 2 adviser firms.
What exams has Carter Bowman passed?
Carter Bowman has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in April 2024.
Where did Carter Bowman work before Elevate Financial Planning and Wealth Management?
Before Elevate Financial Planning and Wealth Management, Carter Bowman was registered through Florida Financial Advisors, LLC, August 2024 to September 2024.
Where is Carter Bowman based?
Carter Bowman’s registered office is in St. Petersburg, FL.
Is Carter Bowman registered with FINRA?
No. Carter Bowman has no current broker registration.
How can I verify Carter Bowman’s record?
Search CRD 7962855 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carter Bowman’s full registration record.
