Walid J. Elkhoury

ELEVATION WEALTH MANAGEMENT

Boston, MA 02110

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CRD#: 6560002

Professional summary

Walid Jack Elkhoury, CFP® is a registered financial advisor currently at ELEVATION WEALTH MANAGEMENT located in Boston, Massachusetts.

Walid is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Walid has worked at 6 firms and has passed the Series 66, Series 63, 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walid Jack Elkhoury'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

August 28, 2024 - Present

ELEVATION WEALTH MANAGEMENT

Office #1: 101 Federal St. Suite 1900, Boston, MA 02110

RIA

CRD#: 314604

Boston, MA

Past

January 27, 2022 - August 28, 2024

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Boston, MA

Past

January 26, 2022 - August 28, 2024

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Boston, MA

Past

December 8, 2017 - October 14, 2022

TD AMERITRADE, INC.

RIA

CRD#: 7870

Boston, MA

Past

December 8, 2017 - September 7, 2023

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Boston, MA

Past

December 4, 2017 - May 19, 2024

TD AMERITRADE, INC.

CRD#: 7870

Boston, MA

Past

April 18, 2016 - December 11, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LINCOLN, RI

Past

March 31, 2016 - December 11, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LINCOLN, RI

Past

October 2, 2015 - March 14, 2016

PRUCO SECURITIES, LLC.

CRD#: 5685

WARWICK, RI

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".

ELEVATION WEALTH MANAGEMENT

ELEVATION WEALTH MANAGEMENT | ELEVATION WEALTH MANAGEMENT, LLC

CRD#: 314604 / SEC#: 801-129736

RIA

Registered Investment Advisory firm - (3/22/2024 Approved)

Minnesota

Registered Investment Advisory firm - (10/18/2024 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

Massachusetts
(8/4/2025)

IAR

Minnesota
(8/28/2024)

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 66

Date: 5/12/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/10/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/2/2015

General Securities Representative Examination

Current Firm

ELEVATION WEALTH MANAGEMENT

ELEVATION WEALTH MANAGEMENT | ELEVATION WEALTH MANAGEMENT, LLC

CRD#: 314604 / SEC#: 801-129736

RIA

Registered Investment Advisory firm - (3/22/2024 Approved)

Minnesota

Registered Investment Advisory firm - (10/18/2024 Terminated)

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Contact information

Main Address

Eden Prairie, MN

Mailing Address

Phone number

(952) 905-3042

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

FORM ADV PART 2A (3/17/2025)

Regulatory assets under management

Total Number of Accounts	511
AUM (Assets Under Management)	$ 175,426,647

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.

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Advisor Monitoring

Firm Stability Insights

Walid J. Elkhoury

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walid Jack Elkhoury's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

ELEVATION WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 5/12/2016

Series 63

Date: 8/10/2015

SIE

Date: 10/1/2018

Series 7

Date: 10/2/2015

Current Firm

ELEVATION WEALTH MANAGEMENT

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELEVATION WEALTH MANAGEMENT

TRUST BUT VERIFY

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