Sean Lyons has been an investment adviser representative at Elevate Financial Planning and Wealth Management since February 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 yearChattanooga, TN · Adviser representative · Firm CRD 329079
Investment adviser representative registrations
Sean Lyons is registered as an investment adviser representative in 5 states. The first approvals date from February 2025; the most recent is Texas, in December 2025.
- FloridaSince 17 February 2025
- GeorgiaSince 25 September 2025
- PennsylvaniaSince 15 September 2025
- TennesseeSince 10 February 2025
- TexasSince 8 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 August 2024 |
| SIE | Securities Industry Essentials Examination | 1 March 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7926700
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Office
- 7405 SHALLOWFORD ROAD, SUITE #380B, Chattanooga, TN 37421
- Registration
- Investment adviser registration
- In the industry since
- February 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Sean Lyons work?
Sean Lyons is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Sean Lyons a financial advisor?
Yes. Sean Lyons has a current investment-adviser registration in Florida, Georgia, Pennsylvania, Tennessee and Texas, through Elevate Financial Planning and Wealth Management since February 2025.
How many years of experience does Sean Lyons have?
Sean Lyons has 1 year in the financial industry, since February 2025, across 1 adviser firm.
What exams has Sean Lyons passed?
Sean Lyons has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in March 2024.
Where is Sean Lyons based?
Sean Lyons’ registered office is in Chattanooga, TN.
Is Sean Lyons registered with FINRA?
No. Sean Lyons has no current broker registration.
How can I verify Sean Lyons’ record?
Search CRD 7926700 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sean Lyons’ full registration record.
