Karyna Shatrova has been an investment adviser representative at Elevate Financial Planning and Wealth Management since April 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
Karyna Shatrova is registered as an investment adviser representative in Florida, since April 2025.
- FloridaSince 18 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 March 2025 |
| SIE | Securities Industry Essentials Examination | 2 December 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 8076480
- 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
- April 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Karyna Shatrova work?
Karyna Shatrova is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Karyna Shatrova a financial advisor?
Yes. Karyna Shatrova has a current investment-adviser registration in Florida, through Elevate Financial Planning and Wealth Management since April 2025.
How many years of experience does Karyna Shatrova have?
Karyna Shatrova has 1 year in the financial industry, since April 2025, across 1 adviser firm.
What exams has Karyna Shatrova passed?
Karyna Shatrova has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in December 2024.
Where is Karyna Shatrova based?
Karyna Shatrova’s registered office is in St. Petersburg, FL.
Is Karyna Shatrova registered with FINRA?
No. Karyna Shatrova has no current broker registration.
How can I verify Karyna Shatrova’s record?
Search CRD 8076480 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Karyna Shatrova’s full registration record.
