William Lichota has been an investment adviser representative at Elevate Financial Planning and Wealth Management since November 2024, 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.
William Lichota’s longest registration is the current one, 1 year at Elevate Financial Planning and Wealth Management since 2024. Before joining Elevate Financial Planning and Wealth Management in 2024, William Lichota was registered through Florida Financial Advisors, LLC.
- – present · 1 yearSt. Petersburg, FL · Adviser representative · Firm CRD 329079
- Florida Financial Advisors, LLC– · under a yearSaint Petersburg, FL · Adviser representative · Firm CRD 288811
Investment adviser representative registrations
William Lichota is registered as an investment adviser representative in Florida, since November 2024.
- FloridaSince 7 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 August 2024 |
| SIE | Securities Industry Essentials Examination | 11 July 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7975291
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Office
- 200 Central Ave, 3rd Floor Suite 326, St. Petersburg, FL 33701
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does William Lichota work?
William Lichota is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is William Lichota a financial advisor?
Yes. William Lichota has a current investment-adviser registration in Florida, through Elevate Financial Planning and Wealth Management since November 2024.
How many years of experience does William Lichota have?
William Lichota has 2 years in the financial industry, since October 2024, across 2 adviser firms.
What exams has William Lichota passed?
William Lichota has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in July 2024.
Where did William Lichota work before Elevate Financial Planning and Wealth Management?
Before Elevate Financial Planning and Wealth Management, William Lichota was registered through Florida Financial Advisors, LLC, September 2024 to September 2024.
Where is William Lichota based?
William Lichota’s registered office is in St. Petersburg, FL.
Is William Lichota registered with FINRA?
No. William Lichota has no current broker registration.
How can I verify William Lichota’s record?
Search CRD 7975291 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Lichota’s full registration record.
