Evan Atchley has been an investment adviser representative at Elevate Financial Planning and Wealth Management since March 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
Evan Atchley is registered as an investment adviser representative in 2 states. The first approvals date from March 2025; the most recent is North Carolina, in August 2025.
- FloridaSince 10 March 2025
- North CarolinaSince 24 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 February 2025 |
| SIE | Securities Industry Essentials Examination | 31 October 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Evan Wesley Atchley
- CRD
- 8050246
- 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
- March 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Evan Atchley work?
Evan Atchley is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Evan Atchley a financial advisor?
Yes. Evan Atchley has a current investment-adviser registration in Florida and North Carolina, through Elevate Financial Planning and Wealth Management since March 2025.
How many years of experience does Evan Atchley have?
Evan Atchley has 1 year in the financial industry, since March 2025, across 1 adviser firm.
What exams has Evan Atchley passed?
Evan Atchley has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in October 2024.
Where is Evan Atchley based?
Evan Atchley’s registered office is in St. Petersburg, FL.
Is Evan Atchley registered with FINRA?
No. Evan Atchley has no current broker registration.
How can I verify Evan Atchley’s record?
Search CRD 8050246 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Evan Atchley’s full registration record.
