Wyatt Fulton has been an investment adviser representative at Elevate Financial Planning and Wealth Management since July 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 yearSt. Petersburg, FL · Adviser representative · Firm CRD 329079
Investment adviser representative registrations
Wyatt Fulton is registered as an investment adviser representative in Florida, since July 2026.
- FloridaSince 22 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 June 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8314673
- 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
- July 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Wyatt Fulton work?
Wyatt Fulton is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Wyatt Fulton a financial advisor?
Yes. Wyatt Fulton has a current investment-adviser registration in Florida, through Elevate Financial Planning and Wealth Management since July 2026.
How many years of experience does Wyatt Fulton have?
Wyatt Fulton has 0 years in the financial industry, since July 2026, across 1 adviser firm.
What exams has Wyatt Fulton passed?
Wyatt Fulton passed the Series 65 in June 2026.
Where is Wyatt Fulton based?
Wyatt Fulton’s registered office is in St. Petersburg, FL.
Is Wyatt Fulton registered with FINRA?
No. Wyatt Fulton has no current broker registration.
How can I verify Wyatt Fulton’s record?
Search CRD 8314673 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wyatt Fulton’s full registration record.
