Barry N. Mendelson
ELEVATION WEALTH PARTNERS | Wealth Advisor & Managing Partner
WALNUT CREEK, CA 94596
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CRD#: 2531235
Professional summary
Barry Nathan Mendelson, CFP® is a registered financial advisor currently at ELEVATION WEALTH PARTNERS, LLC located in Walnut Creek, California.
Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Barry has worked at 8 firms and has passed the Series 63, Series 7 and Series 6 exams.
Biography
Barry is an independent, financial advisor and Certified Financial Planner™ – as such, he helps investors of all types define and achieve their financial goals.
Barry takes a comprehensive approach to investing and wealth management. He sees his role as helping people and companies make well-informed decisions about their investments and financial plans – providing them with greater financial independence, peace of mind, and security. For him, guiding clients through complex financial decisions is rewarding work.
Barry is a veteran financial services executive and has been in the financial services industry since 1994. Prior to joining Elevation Wealth Partners in 2014, he was the Founder and President of Elevation Wealth Management in Walnut Creek, California. Over his career, Barry has worked for companies that today collectively manage more than $1 trillion, including Charles Schwab & Co., Neuberger Berman and Franklin Templeton Investments.
Barry is a trusted advisor to a diverse group of investors and serves executives, attorneys, entrepreneurs, retirees, educators, professionals and others. He is a Certified Financial Planner™ practitioner and is a past President of the Financial Planning Association of the East Bay chapter.
For nearly 11 years, he served on the board of the Cancer Support Community of the San Francisco Bay Area during which time he founded their endowment fund and chaired the Investment Committee. A native of Northern California, Barry graduated from Campolindo High School in Moraga and earned a B.A. in Economics and Accounting from the University of California at Santa Barbara.
Barry and his wife Kristin have two young daughters they love riding bikes, skiing and traveling the world with.
Question & Answer
What are your service offerings?
Retirement Planning
Employee and Employer Plan Ben...
Tax Planning
Investment Planning
Education Planning
Estate Planning
Comprehensive Financial Planni...
Debt Management
Insurance Planning
Are you a "fiduciary"?
Yes
Aliases
None
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.
JUST PLANS, ZRC WEALTH MANAGEMENT - INVESTMENT ADVISOR
CRS (Client Relationship Summary) - RIA
Click below to view Barry Nathan Mendelson's 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®
CFP®
Start date: 2008
Education
University of California at Santa Barbara
BA - Economics and Accounting
Experience
Current
July 15, 2014 - Present
ELEVATION WEALTH PARTNERS, LLC
Office #1: 200 Pringle Avenue Suite 400, Walnut Creek, CA 94596RIA
CRD#: 123971
WALNUT CREEK, CA
Past
November 29, 2011 - April 30, 2015
ELEVATION WEALTH MANAGEMENT
RIA
CRD#: 159150
WALNUT CREEK, CA
Past
September 22, 2011 - November 30, 2015
JUST PLANS, ETC
RIA
CRD#: 110288
WALNUT CREEK, CA
Past
February 3, 2004 - January 25, 2010
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
SAN FRANCISCO, CA
Past
October 18, 2002 - February 2, 2004
FORESIDE DISTRIBUTION SERVICES, L.P.
BD
CRD#: 15634
PORTLAND, ME
Past
January 20, 2000 - February 2, 2004
CITI DISTRIBUTION SERVICES, INC.
BD
CRD#: 29244
BOSTON, MA
Past
June 11, 1997 - November 30, 1999
NEUBERGER BERMAN MANAGEMENT LLC
BD
CRD#: 5493
NEW YORK, NY
Past
February 2, 1996 - April 22, 1997
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.
BD
CRD#: 27884
SAN MATEO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
ELEVATION WEALTH PARTNERS, LLC
ELEVATION WEALTH PARTNERS, LLC | ZRC WEALTH MANAGEMENT, LLC | ZRC FINANCIAL SERVICES, LLC
CRD#: 123971 / SEC#: 801-81152
RIA
Registered Investment Advisory firm - (3/17/2015 Approved)California
Registered Investment Advisory firm - (4/17/2015 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(7/15/2014)
IAR
Texas(4/7/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
EW
ELEVATION WEALTH PARTNERS, LLC
ELEVATION WEALTH PARTNERS, LLC | ZRC WEALTH MANAGEMENT, LLC | ZRC FINANCIAL SERVICES, LLC
CRD#: 123971 / SEC#: 801-81152
RIA
Registered Investment Advisory firm - (3/17/2015 Approved)California
Registered Investment Advisory firm - (4/17/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Pringle Avenue Suite 400, Walnut Creek, CA 94596
Mailing Address
Phone number
(707) 524-6131
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 933 |
| AUM (Assets Under Management) | $ 582,090,191 |
Red Flags
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Company Information
ELEVATION WEALTH PARTNERS, LLC
Wealth Advisor & Managing PartnerCRD#: 123971Walnut Creek, CA 94596TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
