Christopher Athens has been Member/Manager/Managing Partner/Chief Compliance Officer of Elevate Financial Planning and Wealth Management since September 2023, is a control person of the firm and directly owns between 25% and 50% of it.
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.
Christopher Athens is Managing Partner and Financial Advisor of Elevate Financial Planning and Wealth Management. Athens spends most of the week in conversations with clients, building proposals, researching strategies and working with younger advisors.
Christopher Athens’ longest registration was 3 years at Florida Financial Advisors, LLC (2020–2024). Before joining Elevate Financial Planning and Wealth Management in 2024, Christopher Athens was registered through Florida Financial Advisors, LLC.
- – present · 2 yearsSt. Petersburg, FL · Adviser representative · Firm CRD 329079
- Florida Financial Advisors, LLC– · 3 yearsTampa, FL · Adviser representative · Firm CRD 288811
Investment adviser representative registrations
Christopher Athens is registered as an investment adviser representative in 10 states. The first approvals date from August 2024; the most recent is Virginia, in March 2026.
- AlabamaSince 27 January 2026
- CaliforniaSince 15 January 2026
- FloridaSince 29 August 2024
- GeorgiaSince 23 January 2025
- LouisianaSince 23 October 2024
- North CarolinaSince 21 October 2024
- PennsylvaniaSince 3 June 2025
- South CarolinaSince 16 May 2025
- TexasSince 31 January 2025
- VirginiaSince 10 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 25 August 2020 |
| Series 65 | Uniform Investment Adviser Law Examination | 14 August 2020 |
| SIE | Securities Industry Essentials Examination | 16 May 2020 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Christopher Joseph Athens
- CRD
- 7256811
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Role
- Member/Manager/Managing Partner/Chief Compliance Officer
- Office
- 9400 4TH STREET N, SUITE 201, St. Petersburg, FL 33702
- Registration
- Investment adviser registration
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- elevatefpwm.com
Where does Christopher Athens work?
Christopher Athens has been Member/Manager/Managing Partner/Chief Compliance Officer of Elevate Financial Planning and Wealth Management LLC since September 2023, and is a control person of the firm.
Is Christopher Athens a financial advisor?
Yes. Christopher Athens has a current investment-adviser registration in Alabama, California, Florida, Georgia, Louisiana, North Carolina, Pennsylvania, South Carolina, Texas and Virginia, through Elevate Financial Planning and Wealth Management since August 2024.
How many years of experience does Christopher Athens have?
Christopher Athens has 6 years in the financial industry, since August 2020, across 2 adviser firms.
What exams has Christopher Athens passed?
Christopher Athens has passed 3 licensing exams: the SIE, Series 65 and Series 6TO. The earliest, the SIE, was passed in May 2020.
Where is Christopher Athens based?
Christopher Athens’ registered office is in St. Petersburg, FL.
Is Christopher Athens registered with FINRA?
No. Christopher Athens has no current broker registration.
How can I verify Christopher Athens’ record?
Search CRD 7256811 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Athens’ full registration record.
