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Ryan C. Egbert

ELEVATION HAVEN FINANCIAL
SILVER SPRINGS, FL
Some features on this profile are disabled
CRD#: 4004440
RE

Professional summary

Ryan C Egbert, CFP®, ChFC® is a registered financial advisor currently at ELEVATION HAVEN FINANCIAL located in Silver Springs, Florida.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Ryan has worked at 3 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

Question & Answer

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan C Egbert'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®

Certified Financial Planner

ChFC®

Chartered Financial Consultant

Experience

Current

February 20, 2026 - Present

ELEVATION HAVEN FINANCIAL

RIA
CRD#: 315822
SILVER SPRINGS, FL
Past

September 22, 2021 - December 31, 2025

ELEVATION HAVEN FINANCIAL

RIA
CRD#: 315822
SILVER SPRINGS, FL
Past

May 27, 2014 - September 28, 2021

SCOTT MARSH FINANCIAL, LLC

RIA
CRD#: 122169
SALT LAKE CITY, UT
Past

March 14, 2001 - December 31, 2001

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

September 10, 1999 - February 26, 2001

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA

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
Florida
(2/20/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/27/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/29/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 9/7/1999
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 1/9/2001
Investment Company Products/Variable Contracts Principal Examination

Current Firm

EH
ELEVATION HAVEN FINANCIAL
ELEVATION HAVEN FINANCIAL | ELEVATION HAVEN FINANCIAL LLC

CRD#: 315822 / SEC#:

Florida
Registered Investment Advisory firm - (9/22/2021 Approved)
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Contact information

Main Address
Silver Springs, FL
Mailing Address
Phone number
(352) 358-1030
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts43
AUM (Assets Under Management)$ 9,928,437

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 HAVEN FINANCIAL

CRD#: 315822Silver Springs, FL

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