Clarke C. Holt

ELEVATE WEALTH ADVISORY

ATHENS, GA 30606

Some features on this profile are disabled

CRD#: 3206937

Professional summary

Clarke Cameron Holt, who also goes by Clarke C Holt, is a registered financial advisor currently at ELEVATE WEALTH ADVISORY, INC. located in Athens, Georgia.

Clarke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Clarke has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Clarke C Holt

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) - RIA

Click below to view Clarke Cameron Holt'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

June 2, 2009 - Present

ELEVATE WEALTH ADVISORY, INC.

Office #1: 2500 Daniells Bridge Rd Building 200, Suite 2b, Athens, GA 30606

RIA

CRD#: 149713

ATHENS, GA

Past

August 8, 2003 - January 17, 2014

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

ATHENS, GA

Past

July 25, 2003 - January 17, 2014

FSC SECURITIES CORPORATION

CRD#: 7461

ATHENS, GA

Past

March 31, 2003 - July 25, 2003

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

ATLANTA, GA

Past

May 4, 2001 - July 25, 2003

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

June 1, 1999 - May 15, 2001

THE ROBINSON-HUMPHREY COMPANY, LLC

CRD#: 723

ATLANTA, GA

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".

ELEVATE WEALTH ADVISORY, INC.

ELEVATE WEALTH ADVISORY, INC. | VICKERY FINANCIAL SERVICES, INC.

CRD#: 149713 / SEC#: 801-77776

RIA

Registered Investment Advisory firm - (4/1/2013 Approved)

Florida

Registered Investment Advisory firm - (4/15/2013 Terminated)

Georgia

Registered Investment Advisory firm - (4/15/2013 Terminated)

Texas

Registered Investment Advisory firm - (4/15/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Georgia
(6/2/2009)

IAR

Texas
(8/6/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/7/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/22/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/28/1999

General Securities Representative Examination

Current Firm

ELEVATE WEALTH ADVISORY, INC.

ELEVATE WEALTH ADVISORY, INC. | VICKERY FINANCIAL SERVICES, INC.

CRD#: 149713 / SEC#: 801-77776

RIA

Registered Investment Advisory firm - (4/1/2013 Approved)

Florida

Registered Investment Advisory firm - (4/15/2013 Terminated)

Georgia

Registered Investment Advisory firm - (4/15/2013 Terminated)

Texas

Registered Investment Advisory firm - (4/15/2013 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2500 Daniells Bridge Rd Building 200, Suite 2b, Athens, GA 30606

Mailing Address

Phone number

(706) 353-2728

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ELEVATE WEALTH ADVISORY FORM ADV PART 2A (1/15/2026)

Regulatory assets under management

Total Number of Accounts	1,649
AUM (Assets Under Management)	$ 338,136,673

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.

Similar Advisors

Allan Wiltshire

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Athens, GA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Clarke C. Holt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clarke Cameron Holt's CRS (Customer Relationship Summary).

Certified licenses

Experience

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

THE ROBINSON-HUMPHREY COMPANY, LLC

Primary Firm SEC Registration

ELEVATE WEALTH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/7/1999

Series 63

Date: 6/22/1999

Series 7

Date: 5/28/1999

Current Firm

ELEVATE WEALTH ADVISORY, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELEVATE WEALTH ADVISORY, INC.

TRUST BUT VERIFY

Similar Advisors