Elias J. Crist
Professional summary
Elias John Crist, CFP®, who also goes by Elias John Crist, Elias Crist, is a registered financial advisor currently at REGENT PEAK WEALTH ADVISORS, LLC 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 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elias John Crist's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 6, 2022 - Present
REGENT PEAK WEALTH ADVISORS, LLC
Office #1: 200 Galleria Pkwy Se Suite 1175, Atlanta, GA 30339April 28, 2017 - September 17, 2018
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
March 24, 2017 - September 17, 2018
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
Primary Firm SEC Registration
REGENT PEAK WEALTH ADVISORS, LLC
CRD#: 298259 / SEC#: 801-115021
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/6/2022)
Exams
Current Firm
REGENT PEAK WEALTH ADVISORS, LLC
CRD#: 298259 / SEC#: 801-115021
Contact information
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,542 |
| AUM (Assets Under Management) | $ 706,202,478 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/13/2024 | ||
| 03/22/2024 |
Red Flags
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