Storm Benson has been an investment adviser representative at Elevate Financial Planning and Wealth Management since March 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.
Storm Benson’s longest registration is the current one, 1 year at Elevate Financial Planning and Wealth Management since 2025. Before joining Elevate Financial Planning and Wealth Management in 2025, Storm Benson was registered through Florida Financial Advisors, Inc.
- – present · 1 yearSt. Petersburg, FL · Adviser representative · Firm CRD 329079
- Florida Financial Advisors, Inc.– · under a yearTampa, FL · Adviser representative · Firm CRD 288811
Investment adviser representative registrations
Storm Benson is registered as an investment adviser representative in 7 states. The first approvals date from March 2025; the most recent is California, in January 2026.
- CaliforniaSince 15 January 2026
- FloridaSince 18 March 2025
- GeorgiaSince 1 October 2025
- North CarolinaSince 28 August 2025
- South CarolinaSince 10 December 2025
- TennesseeSince 16 September 2025
- TexasSince 23 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 29 March 2022 |
| Series 65 | Uniform Investment Adviser Law Examination | 26 October 2021 |
| SIE | Securities Industry Essentials Examination | 20 August 2021 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Storm Francis Benson
- CRD
- 7431677
- 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
- November 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Storm Benson work?
Storm Benson is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Storm Benson a financial advisor?
Yes. Storm Benson has a current investment-adviser registration in California, Florida, Georgia, North Carolina, South Carolina, Tennessee and Texas, through Elevate Financial Planning and Wealth Management since March 2025.
How many years of experience does Storm Benson have?
Storm Benson has 1 year in the financial industry, since November 2024, across 2 adviser firms.
What exams has Storm Benson passed?
Storm Benson has passed 3 licensing exams: the SIE, Series 65 and Series 6TO. The earliest, the SIE, was passed in August 2021.
Where did Storm Benson work before Elevate Financial Planning and Wealth Management?
Before Elevate Financial Planning and Wealth Management, Storm Benson was registered through Florida Financial Advisors, Inc., February 2022 to June 2022.
Where is Storm Benson based?
Storm Benson’s registered office is in St. Petersburg, FL.
Is Storm Benson registered with FINRA?
No. Storm Benson has no current broker registration.
How can I verify Storm Benson’s record?
Search CRD 7431677 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Storm Benson’s full registration record.
