Milton Bolton has been an investment adviser representative at Elevate Financial Planning and Wealth Management since August 2026, 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 · under a yearSt. Petersburg, FL · Adviser representative · Firm CRD 329079
Investment adviser representative registrations
Milton Bolton is registered as an investment adviser representative in Florida, since August 2026.
- FloridaSince 13 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 July 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Milton Lance Bolton
- CRD
- 8325065
- 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 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Milton Bolton work?
Milton Bolton is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Milton Bolton a financial advisor?
Yes. Milton Bolton has a current investment-adviser registration in Florida, through Elevate Financial Planning and Wealth Management since August 2026.
How many years of experience does Milton Bolton have?
Milton Bolton has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has Milton Bolton passed?
Milton Bolton passed the Series 65 in July 2026.
Where is Milton Bolton based?
Milton Bolton’s registered office is in St. Petersburg, FL.
Is Milton Bolton registered with FINRA?
No. Milton Bolton has no current broker registration.
How can I verify Milton Bolton’s record?
Search CRD 8325065 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Milton Bolton’s full registration record.
