AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
CD

Caitlin E. Douglas

ELEVATION POINT WEALTH PARTNERS
Sykesville, MD
Some features on this profile are disabled
CRD#: 5204501
CD

Professional summary

Caitlin Elizabeth Douglas, who also goes by Caitlin E Link, Caitlin Elizabeth Link, is a registered financial advisor currently at ELEVATION POINT WEALTH PARTNERS, LLC located in Sykesville, Maryland.

Caitlin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Caitlin has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Caitlin E Link | Caitlin Elizabeth Link

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 Caitlin Elizabeth Douglas'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

December 11, 2024 - Present

ELEVATION POINT WEALTH PARTNERS, LLC

RIA
CRD#: 137068
Sykesville, MD
Past

September 23, 2021 - September 27, 2024

DYNASTY WEALTH MANAGEMENT, LLC

RIA
CRD#: 153377
Sykesville, MD
Past

June 5, 2020 - December 31, 2020

DYNASTY WEALTH MANAGEMENT, LLC

RIA
CRD#: 153377
SYKESVILLE, MD
Past

June 2, 2020 - September 27, 2024

DYNASTY SECURITIES, LLC

BD
CRD#: 159076
SAINT PETERSBURG, FL
Past

October 11, 2018 - November 26, 2018

PLANNING SOLUTIONS GROUP, LLC

RIA
CRD#: 154118
FULTON, MD
Past

October 2, 2018 - December 13, 2018

TRIAD ADVISORS LLC

BD
CRD#: 25803
Fulton, MD
Past

November 13, 2015 - October 3, 2018

KEENEY FINANCIAL GROUP INC.

RIA
CRD#: 281333
COLUMBIA, MD
Past

November 11, 2015 - September 13, 2018

TRIAD ADVISORS LLC

BD
CRD#: 25803
Columbia, MD
Past

August 23, 2012 - November 19, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
COLUMBIA, MD
Past

August 23, 2012 - November 19, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
COLUMBIA, MD
Past

April 20, 2009 - October 6, 2010

LPL FINANCIAL LLC

RIA
CRD#: 6413
ELLICOTT CITY, MD
Past

July 9, 2008 - October 6, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
ELLICOTT CITY, MD

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".
EP
ELEVATION POINT WEALTH PARTNERS, LLC
BESTER WEALTH MANAGEMENT | WAYCREST WEALTH | TRITON WEALTH, LLC | TRIPLE H FINANCIAL SERVICES | SUPERIORWEALTH PARTNERS, LLC | MOUNT YALE INVESTMENT ADVISORS, LLC | MOUNT YALE INVESTMENT ADVISORS | LOXAHATCHEE CAPITAL | FORTAGE CAPITAL ADVISORS | FAMILY OFFICE PARTNERS | ELEVATION POINT WEALTH PARTNERS, LLC

CRD#: 137068 / SEC#: 801-65068

RIA
Registered Investment Advisory firm - (1/3/2006 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.

Highlighted states indicate IAR registrations

IAR
Maryland
(12/11/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/18/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/13/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/8/2008
General Securities Representative Examination

Current Firm

EP
ELEVATION POINT WEALTH PARTNERS, LLC
BESTER WEALTH MANAGEMENT | WAYCREST WEALTH | TRITON WEALTH, LLC | TRIPLE H FINANCIAL SERVICES | SUPERIORWEALTH PARTNERS, LLC | MOUNT YALE INVESTMENT ADVISORS, LLC | MOUNT YALE INVESTMENT ADVISORS | LOXAHATCHEE CAPITAL | FORTAGE CAPITAL ADVISORS | FAMILY OFFICE PARTNERS | ELEVATION POINT WEALTH PARTNERS, LLC

CRD#: 137068 / SEC#: 801-65068

RIA
Registered Investment Advisory firm - (1/3/2006 Approved)
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
1580 Lincoln Street Suite 680, Denver, CO 80203
Mailing Address
Phone number
(303) 382-2880
Established
Firm type
Fiscal year end
# of Employees
61

SEC notice filing (37 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EPWP ADV PART 2A (10/24/2025)

Regulatory assets under management

Total Number of Accounts8,324
AUM (Assets Under Management)$ 2,434,909,737

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 POINT WEALTH PARTNERS, LLC

CRD#: 137068Sykesville, MD

TRUST BUT VERIFY

Monitor Caitlin Douglas

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.