Troy A. Bystol

ELEVATED PRIVATE WEALTH

MT. PLEASANT, SC

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CRD#: 4502626

Professional summary

Troy Allen Bystol is a registered financial advisor currently at ELEVATED PRIVATE WEALTH located in Mt. Pleasant, South Carolina and PURSHE KAPLAN STERLING INVESTMENTS located in Mt. Pleasant, South Carolina.

Troy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Troy has worked at 7 firms and has passed the Series 66, SIE and Series 7 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.

1) ELEVATED PRIVATE WEALTH Investment related. See Current Branch Office Address. Nature - Financial Planning. Position - Senior Wealth Manager. Start - 04/2025. 80 hours per month, 60 hours during trading hours. Duties - financial planning. 2) PKS Financial. Fixed Insurance. Investment Related. Located at 80 State Street, Albany, NY 12207. Nature - Fixed/ Traditional Insurance. Position - Agent. Start - 4/2022. 50 hours per month, all during trading hours. Duties - Sales of Fixed/ Traditional insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy Allen Bystol'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

April 15, 2025 - Present

ELEVATED PRIVATE WEALTH

RIA

CRD#: 335270

MT. PLEASANT, SC

Current

April 19, 2022 - Present

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Mt. Pleasant, SC

Past

March 8, 2021 - April 15, 2025

PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC

RIA

CRD#: 312022

VERONA, WI

Past

April 20, 2011 - March 9, 2021

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

MADISON, WI

Past

April 20, 2011 - March 9, 2021

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

MADISON, WI

Past

July 6, 2005 - April 20, 2011

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

MADISON, WI

Past

July 6, 2005 - April 20, 2011

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

MADISON, WI

Past

October 30, 2003 - July 6, 2005

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

MADISON, WI

Past

October 30, 2003 - July 6, 2005

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

April 5, 2002 - November 12, 2003

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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".

ELEVATED PRIVATE WEALTH

ELEVATED PRIVATE WEALTH | ELEVATED WEALTH, LLC

CRD#: 335270 / SEC#: 801-132241

RIA

Registered Investment Advisory firm - (3/28/2025 Approved)

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.

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

Florida
(4/19/2022)

North Carolina
(4/19/2022)

South Carolina
(9/14/2022)

IAR

South Carolina
(4/15/2025)

Wisconsin
(4/19/2022)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/24/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/4/2002

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ELEVATED PRIVATE WEALTH

ELEVATED PRIVATE WEALTH | ELEVATED WEALTH, LLC

CRD#: 335270 / SEC#: 801-132241

RIA

Registered Investment Advisory firm - (3/28/2025 Approved)

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Contact information

Main Address

Brookfield, WI

Mailing Address

Phone number

(715) 797-3358

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EPW ADV 2A (7/21/2025)

Regulatory assets under management

Total Number of Accounts	323
AUM (Assets Under Management)	$ 108,558,811

Red Flags

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

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Firm Stability Insights

Troy A. Bystol

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy Allen Bystol's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

ELEVATED PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 4/24/2002

SIE

Date: 10/1/2018

Series 7

Date: 4/4/2002

FINRA

Current Firm

ELEVATED PRIVATE WEALTH

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELEVATED PRIVATE WEALTH

TRUST BUT VERIFY

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