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OZ

Oleg N. Zviagin

ELEVATE PLANNERS
BROOKLYN, NY
Some features on this profile are disabled
CRD#: 6116587
OZ

Professional summary

Oleg N. Zviagin, who also goes by Oleg N Zviagin, Oleg Zviagin, is a registered financial advisor currently at ELEVATE PLANNERS located in Brooklyn, New York.

Oleg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Oleg has worked at 5 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Oleg N Zviagin | Oleg Zviagin

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.
2024-Present: Independent Insurance Agent/Insurance Related/Brooklyn, NY/Licensed Insurance Agent/Involves less than five percent time each month, including during traditional business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Oleg N. Zviagin'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

February 6, 2025 - Present

ELEVATE PLANNERS

RIA
CRD#: 332251
BROOKLYN, NY
Past

August 22, 2024 - December 17, 2024

ELEVATE PLANNERS

RIA
CRD#: 332251
BROOKLYN, NY
Past

July 6, 2023 - July 22, 2023

PROXY FREEDOM

RIA
CRD#: 324749
Brooklyn, NY
Past

May 10, 2023 - July 17, 2024

PROXY INTERNATIONAL

RIA
CRD#: 325499
NEW YORK, NY
Past

May 9, 2021 - July 17, 2024

PROXY WEALTH ADVISORS LLC

RIA
CRD#: 298080
Broooklyn, NY
Past

February 1, 2021 - May 11, 2021

CAPTRUST

RIA
CRD#: 175112
Lake Success, NY

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
Nevada
(6/8/2025)
IAR
New York
(2/6/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/28/2020
Uniform Investment Adviser Law Examination

Current Firm

EP
ELEVATE PLANNERS
ELEVATE PLANNERS | ELEVATE PLANNERS, LLC

CRD#: 332251 / SEC#: 801-134828

Nevada
Registered Investment Advisory firm - (5/27/2025 Approved)
New York
Registered Investment Advisory firm - (2/6/2025 Approved)
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Contact information

Main Address
Brooklyn, NY
Mailing Address
Phone number
(347) 506-6061
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ELEVATE PLANNERS FORM ADV PART 2A - 20240816 (10/25/2025)
LJD ADV PART 2B BROCHURE SUPPLEMENT (10/25/2025)
ONZ FORM ADV PART 2B BROCHURE SUPPLEMENT (10/25/2025)
ELEVATE PLANNERS FORM ADV PART 2A APPX 1 WRAP FEE BROCHURE - 20240816 (10/25/2025)

Regulatory assets under management

Total Number of Accounts133
AUM (Assets Under Management)$ 25,946,000

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

ELEVATE PLANNERS

CRD#: 332251Brooklyn, NY

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