Elias Crist

INLIGHT WEALTH

ATLANTA, GA 30328

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CRD#: 6742095

Professional summary

Elias Crist, CFP®, who also goes by Elias John Crist, Elias Crist, is a registered financial advisor currently at INLIGHT WEALTH located in Atlanta, Georgia.

Elias is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Elias has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elias John Crist | Elias Crist

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 Elias Crist'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

Experience

Current

May 22, 2026 - Present

INLIGHT WEALTH

Office #1: 1 Glenlake Parkway Suite 975, Atlanta, GA 30328

RIA

CRD#: 289908

ATLANTA, GA

Past

April 6, 2022 - March 6, 2026

REGENT PEAK WEALTH ADVISORS, LLC

RIA

CRD#: 298259

ATLANTA, GA

Past

April 28, 2017 - September 17, 2018

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

ATLANTA, GA

Past

March 24, 2017 - September 17, 2018

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

ATLANTA, GA

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".

INLIGHT WEALTH

INLIGHT WEALTH | INLIGHT WEALTH MANAGEMENT, LLC

CRD#: 289908 / SEC#: 801-111767

RIA

Registered Investment Advisory firm - (9/29/2017 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

Georgia
(5/22/2026)

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: 4/21/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/17/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/24/2017

General Securities Representative Examination

Current Firm

INLIGHT WEALTH

INLIGHT WEALTH | INLIGHT WEALTH MANAGEMENT, LLC

CRD#: 289908 / SEC#: 801-111767

RIA

Registered Investment Advisory firm - (9/29/2017 Approved)

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Contact information

Main Address

1 Glenlake Parkway Suite 975, Atlanta, GA 30328

Mailing Address

Phone number

(404) 551-2808

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INLIGHT WEALTH WRAP FEE BROCHURE (6/3/2025)

INLIGHT WEALTH FORM ADV PART 2A (6/3/2025)

Regulatory assets under management

Total Number of Accounts	945
AUM (Assets Under Management)	$ 451,537,978

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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Elias Crist

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elias Crist's CRS (Customer Relationship Summary).

Certified licenses

Experience

INLIGHT WEALTH

REGENT PEAK WEALTH ADVISORS, LLC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

Primary Firm SEC Registration

INLIGHT WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 4/21/2017

SIE

Date: 9/17/2018

Series 7

Date: 3/24/2017

Current Firm

INLIGHT WEALTH

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INLIGHT WEALTH

TRUST BUT VERIFY

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