Lauren O'Neill has been an investment adviser representative at Elevated Capital Advisors since March 2024, and is not listed among the firm’s executive officers or direct owners.
Elevated Capital Advisors, LLC is a Draper, UT firm with $499M under management, 1,007 clients and 19 advisers across 11 offices, as of its March 2026 filing.
- – present · 2 yearsChalfont, PA · Adviser representative · Firm CRD 226721
Investment adviser representative registrations
Lauren O'Neill is registered as an investment adviser representative in Pennsylvania, since March 2024.
- PennsylvaniaSince 7 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 February 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Lauren Ashley O'Neill
- CRD
- 7883936
- Firm
- Elevated Capital Advisors · CRD 226721
- Office
- Chalfont, PA
- Registration
- Investment adviser registration
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Lauren O'Neill work?
Lauren O'Neill is an investment adviser representative registered through Elevated Capital Advisors, LLC since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is Lauren O'Neill a financial advisor?
Yes. Lauren O'Neill has a current investment-adviser registration in Pennsylvania, through Elevated Capital Advisors since March 2024.
How many years of experience does Lauren O'Neill have?
Lauren O'Neill has 2 years in the financial industry, since March 2024, across 1 adviser firm.
What exams has Lauren O'Neill passed?
Lauren O'Neill passed the Series 65 in February 2024.
Where is Lauren O'Neill based?
Lauren O'Neill’s registered office is in Chalfont, PA.
Is Lauren O'Neill registered with FINRA?
No. Lauren O'Neill has no current broker registration.
How can I verify Lauren O'Neill’s record?
Search CRD 7883936 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lauren O'Neill’s full registration record.
