Zachary Underwood has been an investment adviser representative at Elevate Financial Planning and Wealth Management since January 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
Zachary Underwood is registered as an investment adviser representative in Florida, since January 2026.
- FloridaSince 30 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 November 2025 |
| SIE | Securities Industry Essentials Examination | 6 August 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Zachary Ross Underwood
- CRD
- 8217447
- 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
- January 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Zachary Underwood work?
Zachary Underwood is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Underwood a financial advisor?
Yes. Zachary Underwood has a current investment-adviser registration in Florida, through Elevate Financial Planning and Wealth Management since January 2026.
How many years of experience does Zachary Underwood have?
Zachary Underwood has 0 years in the financial industry, since January 2026, across 1 adviser firm.
What exams has Zachary Underwood passed?
Zachary Underwood has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in August 2025.
Where is Zachary Underwood based?
Zachary Underwood’s registered office is in St. Petersburg, FL.
Is Zachary Underwood registered with FINRA?
No. Zachary Underwood has no current broker registration.
How can I verify Zachary Underwood’s record?
Search CRD 8217447 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Underwood’s full registration record.
