William Murty has been an investment adviser representative at Elevate Financial Planning and Wealth Management since August 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
William Murty is registered as an investment adviser representative in 3 states. The first approvals date from August 2025; the most recent is Virginia, in March 2026.
- FloridaSince 12 August 2025
- TennesseeSince 5 August 2025
- VirginiaSince 6 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 July 2025 |
| SIE | Securities Industry Essentials Examination | 21 April 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 8141050
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Office
- 7405 Shallowford Rd, Suite 380B, Chattanooga, TN 37421
- Registration
- Investment adviser registration
- In the industry since
- August 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does William Murty work?
William Murty is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is William Murty a financial advisor?
Yes. William Murty has a current investment-adviser registration in Florida, Tennessee and Virginia, through Elevate Financial Planning and Wealth Management since August 2025.
How many years of experience does William Murty have?
William Murty has 1 year in the financial industry, since August 2025, across 1 adviser firm.
What exams has William Murty passed?
William Murty has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in April 2025.
Where is William Murty based?
William Murty’s registered office is in Chattanooga, TN.
Is William Murty registered with FINRA?
No. William Murty has no current broker registration.
How can I verify William Murty’s record?
Search CRD 8141050 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Murty’s full registration record.
