Wade Crawford has been an investment adviser representative at Elevate Financial Planning and Wealth Management since September 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 yearMaryville, TN · Adviser representative · Firm CRD 329079
Investment adviser representative registrations
Wade Crawford is registered as an investment adviser representative in 2 states. Each was approved in September 2026.
- FloridaSince 30 September 2026
- TennesseeSince 28 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 September 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Wade Andrew Crawford
- CRD
- 8349819
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Office
- 200 E Broadway Ave , Ste 506, Maryville, TN 37804
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Wade Crawford work?
Wade Crawford is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Wade Crawford a financial advisor?
Yes. Wade Crawford has a current investment-adviser registration in Florida and Tennessee, through Elevate Financial Planning and Wealth Management since September 2026.
How many years of experience does Wade Crawford have?
Wade Crawford has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has Wade Crawford passed?
Wade Crawford passed the Series 65 in September 2026.
Where is Wade Crawford based?
Wade Crawford’s registered office is in Maryville, TN.
Is Wade Crawford registered with FINRA?
No. Wade Crawford has no current broker registration.
How can I verify Wade Crawford’s record?
Search CRD 8349819 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wade Crawford’s full registration record.
