Dylan Paskell has been an investment adviser representative at Elevate Financial Planning and Wealth Management since October 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.
Dylan Paskell is Territory Director and Financial Advisor of Elevate Financial Planning and Wealth Management. Paskell serves the Maryville, Tennessee area, spending most of the week in conversations with new and existing clients and building custom financial plans. Paskell studied business in college and worked in human resources in the medical field before joining Elevate.
Dylan Paskell’s longest registration is the current one, 2 years at Elevate Financial Planning and Wealth Management since 2024. Before joining Elevate Financial Planning and Wealth Management in 2024, Dylan Paskell was registered through Florida Financial Advisors, LLC.
- – present · 2 yearsChattanooga, TN · Adviser representative · Firm CRD 329079
- Florida Financial Advisors, LLC– · under a yearChattanooga, TN · Adviser representative · Firm CRD 288811
Investment adviser representative registrations
Dylan Paskell is registered as an investment adviser representative in 6 states. The first approvals date from October 2024; the most recent is Virginia, in March 2026.
- AlabamaSince 26 January 2026
- FloridaSince 22 October 2024
- GeorgiaSince 19 September 2025
- South CarolinaSince 24 August 2025
- TennesseeSince 25 August 2025
- VirginiaSince 6 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 16 August 2024 |
| Series 65 | Uniform Investment Adviser Law Examination | 1 July 2024 |
| SIE | Securities Industry Essentials Examination | 26 April 2024 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7955298
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Office
- 7405 Shallowford Rd, Suite 380B, Chattanooga, TN 37421
- Registration
- Investment adviser registration
- In the industry since
- August 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- elevatefpwm.com
Where does Dylan Paskell work?
Dylan Paskell is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Dylan Paskell a financial advisor?
Yes. Dylan Paskell has a current investment-adviser registration in Alabama, Florida, Georgia, South Carolina, Tennessee and Virginia, through Elevate Financial Planning and Wealth Management since October 2024.
How many years of experience does Dylan Paskell have?
Dylan Paskell has 2 years in the financial industry, since August 2024, across 2 adviser firms.
What exams has Dylan Paskell passed?
Dylan Paskell has passed 3 licensing exams: the SIE, Series 65 and Series 63. The earliest, the SIE, was passed in April 2024.
Where did Dylan Paskell work before Elevate Financial Planning and Wealth Management?
Before Elevate Financial Planning and Wealth Management, Dylan Paskell was registered through Florida Financial Advisors, LLC, July 2024 to September 2024.
Where is Dylan Paskell based?
Dylan Paskell’s registered office is in Chattanooga, TN.
Is Dylan Paskell registered with FINRA?
No. Dylan Paskell has no current broker registration.
How can I verify Dylan Paskell’s record?
Search CRD 7955298 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dylan Paskell’s full registration record.
