Patryk Michniewicz has been an investment adviser representative at Elevate Financial Planning and Wealth Management since July 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 yearChattanooga, TN · Adviser representative · Firm CRD 329079
Investment adviser representative registrations
Patryk Michniewicz is registered as an investment adviser representative in 2 states. The first approvals date from July 2026; the most recent is Florida, in August 2026.
- FloridaSince 11 August 2026
- TennesseeSince 17 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 June 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8314683
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Office
- 1200 Premier Dr, Suite 225, Chattanooga, TN 37421
- Registration
- Investment adviser registration
- In the industry since
- July 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Patryk Michniewicz work?
Patryk Michniewicz is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Patryk Michniewicz a financial advisor?
Yes. Patryk Michniewicz has a current investment-adviser registration in Florida and Tennessee, through Elevate Financial Planning and Wealth Management since July 2026.
How many years of experience does Patryk Michniewicz have?
Patryk Michniewicz has 0 years in the financial industry, since July 2026, across 1 adviser firm.
What exams has Patryk Michniewicz passed?
Patryk Michniewicz passed the Series 65 in June 2026.
Where is Patryk Michniewicz based?
Patryk Michniewicz’s registered office is in Chattanooga, TN.
Is Patryk Michniewicz registered with FINRA?
No. Patryk Michniewicz has no current broker registration.
How can I verify Patryk Michniewicz’s record?
Search CRD 8314683 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patryk Michniewicz’s full registration record.
