Samara Hanson Velloo has been an investment adviser representative at Elevation Wealth Partners since April 2026, and is not listed among the firm’s executive officers or direct owners.
Elevation Wealth Partners, LLC is a Walnut Creek, CA firm with $671M under management, 325 clients and 6 advisers across 3 offices, as of its August 2026 filing.
Samara Hanson Velloo’s longest registration was under a year at Global Retirement Partners LLC (2024–2025). Before joining Elevation Wealth Partners in 2026, Samara Hanson Velloo was registered through Morgan Stanley and Global Retirement Partners LLC.
- – present · under a yearWalnut Creek, CA · Adviser representative · Firm CRD 123971
- Morgan Stanley– · under a yearSanta Rosa, CA · Adviser representative · Firm CRD 149777
- Global Retirement Partners LLC– · under a yearSan Rafael, CA · Adviser representative · Firm CRD 172011
Investment adviser representative registrations
Samara Hanson Velloo is registered as an investment adviser representative in California, since April 2026.
- CaliforniaSince 10 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 14 November 2024 |
| Series 66 | Uniform Combined State Law Examination | 27 August 2024 |
| Series 7TO | General Securities Representative Examination | 15 May 2024 |
| SIE | Securities Industry Essentials Examination | 28 February 2024 |
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7149478
- Firm
- Elevation Wealth Partners · CRD 123971
- Office
- 2121 NORTH CALIFORNIA BLVD, SUITE 290, Walnut Creek, CA 94596
- Registration
- Investment adviser registration
- In the industry since
- May 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Samara Hanson Velloo work?
Samara Hanson Velloo is an investment adviser representative registered through Elevation Wealth Partners, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Samara Hanson Velloo a financial advisor?
Yes. Samara Hanson Velloo has a current investment-adviser registration in California, through Elevation Wealth Partners since April 2026.
How many years of experience does Samara Hanson Velloo have?
Samara Hanson Velloo has 2 years in the financial industry, since May 2024, across 3 adviser firms.
What exams has Samara Hanson Velloo passed?
Samara Hanson Velloo has passed 4 licensing exams: the SIE, Series 7TO, Series 66 and Series 24. The earliest, the SIE, was passed in February 2024.
Where did Samara Hanson Velloo work before Elevation Wealth Partners?
Before Elevation Wealth Partners, Samara Hanson Velloo was registered through Morgan Stanley, July 2025 to March 2026; Global Retirement Partners LLC, October 2024 to July 2025.
Where is Samara Hanson Velloo based?
Samara Hanson Velloo’s registered office is in Walnut Creek, CA.
Is Samara Hanson Velloo registered with FINRA?
No. Samara Hanson Velloo has no current broker registration.
How can I verify Samara Hanson Velloo’s record?
Search CRD 7149478 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Samara Hanson Velloo’s full registration record.