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IH

Iven Houssian

ELEVATION
New York, NY 10016
Some features on this profile are disabled
CRD#: 2487710
IH

Professional summary


Iven Houssian, who also goes by IVen N/a Houssian N/a, is a registered financial professional currently at ELEVATION, LLC located in New York, New York.

Iven is registered as a RR (Registered Representative) and started their career in finance in 1994. Iven has worked at 7 firms and has passed the Series 63, Series 57TO, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Iven N/a Houssian N/a

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Iven Houssian's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 4, 2022 - Present

ELEVATION, LLC

Office #1: 261 Madison Avenue 9th Floor, New York, NY 10016
BD
CRD#: 140341
New York, NY
Past

February 8, 2013 - January 3, 2022

OLIVETREE FINANCIAL, LLC

BD
CRD#: 154026
NEW YORK, NY
Past

September 11, 2009 - September 27, 2011

NATWEST MARKETS SECURITIES INC.

BD
CRD#: 11707
STAMFORD, CT
Past

July 22, 2009 - September 11, 2009

ABN AMRO INCORPORATED

BD
CRD#: 15776
STAMFORD, CT
Past

July 20, 2009 - July 22, 2009

NATWEST MARKETS SECURITIES INC.

BD
CRD#: 11707
STAMFORD, CT
Past

July 23, 2004 - November 19, 2008

UBS SECURITIES LLC

BD
CRD#: 7654
STAMFORD, CT
Past

June 14, 1996 - February 13, 1998

WORLDSEC INTERNATIONAL SECURITIES INC.

BD
CRD#: 36328
NEW YORK, NY
Past

July 6, 1994 - April 5, 1996

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(5/22/2025)
RR
New Jersey
(2/4/2022)
RR
New York
(2/4/2022)
RR
North Carolina
(5/22/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 7/26/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/27/2006
Limited Representative-Equity Trader Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


EL
ELEVATION, LLC
ELEVATION SECURITIES | ELEVATION, LLC

CRD#: 140341 / SEC#: , 8-67306

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
6836 Carnegie Boulevard Suite 240, Charlotte, NC 28211
Mailing Address
6836 Carnegie Boulevard Suite 240, Charlotte, NC 28211
Phone number
(704) 926-1100
Established
North Carolina since 12/27/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SHEEHAN, PATRICK JAMESMANAGING MEMBER2053134
SARAH TRENT HARRIS IRREVOCABLE FAMILY TRUSTPASSIVE INVESTOR
BARTON ASSET MANAGEMENT, LLCPASSIVE INVESTOR
CARTER III, WARREN SMOOTPARTNER6751824
HARRIS, MATTHEW CARTERTRUSTEE6178227
LUCAS, CLAIRE TOURNEPASSIVE INVESTOR
LUCAS, HAINES DEMARESTPASSIVE INVESTOR
LUCAS, JOSIAH CHARLES TRENTTRUSTEE6178218
PEAK6 INVESTMENTS, L.P.PASSIVE INVESTOR
PETERSON, KELSEY CARL IIIREGISTERED OPTIONS PRINCIPAL6684459
SHEEHAN, JOHN MICHAEL BYRNEPARTNER, CEO2272269
SILVER, SCOTT MICHAELCHIEF COMPLIANCE OFFICER - CCO2290261

Disclosures


Regulatory Event7

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ELEVATION, LLC

CRD#: 140341New York, NY 10016

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