Colin McCleery has been an investment adviser representative at Elevate Financial Planning and Wealth Management since August 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
Colin McCleery is registered as an investment adviser representative in 2 states. The first approvals date from August 2025; the most recent is Texas, in December 2025.
- FloridaSince 28 August 2025
- TexasSince 8 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 July 2025 |
| SIE | Securities Industry Essentials Examination | 15 May 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 8154241
- 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
- August 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Colin McCleery work?
Colin McCleery is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Colin McCleery a financial advisor?
Yes. Colin McCleery has a current investment-adviser registration in Florida and Texas, through Elevate Financial Planning and Wealth Management since August 2025.
How many years of experience does Colin McCleery have?
Colin McCleery has 1 year in the financial industry, since August 2025, across 1 adviser firm.
What exams has Colin McCleery passed?
Colin McCleery has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in May 2025.
Where is Colin McCleery based?
Colin McCleery’s registered office is in St. Petersburg, FL.
Is Colin McCleery registered with FINRA?
No. Colin McCleery has no current broker registration.
How can I verify Colin McCleery’s record?
Search CRD 8154241 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Colin McCleery’s full registration record.
