Tina T. Hui

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CRD#: 7204754

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Tina Tan Mei Hui was a registered financial professional .

Tina is a previously registered financial professional and started their career in finance in 2020. Tina had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

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.

-Business marketing and strategic consulting for cause related and consumer products on a contract basis that is non conflicting. -Media, advocacy, community and literacy at Gage, most compensation is through memberships or affiliate rev share. Tina is compensated based on the anticipated revenue that will be generated from the clients she brings to Elevate. The amount is 50% of the first year estimated revenue.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 3, 2020 - November 15, 2022

ELEVATE CAPITAL MANAGEMENT, L.L.C.

RIA

CRD#: 301992

SAN FRANCISCO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

ELEVATE CAPITAL MANAGEMENT, L.L.C.

CRD#: 301992 / SEC#:

California

Registered Investment Advisory firm - (6/18/2019 Approved)

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Contact information

Main Address

One Embarcadero Center Suite 400, San Francisco, CA 94111

Mailing Address

Phone number

(415) 669-4477

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	71
AUM (Assets Under Management)	$ 34,657,275

Red Flags

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