Chong Thao

ELEVATE CAPITAL MANAGEMENT, L.L.C.

San Francisco, CA 94111

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CRD#: 7693939

Professional summary

Chong Thao, who also goes by Chong Thao Nugent, is a registered financial advisor currently at ELEVATE CAPITAL MANAGEMENT, L.L.C. located in San Francisco, California.

Chong is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Chong has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chong Thao Nugent

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 Chong Thao's 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 7, 2023 - Present

ELEVATE CAPITAL MANAGEMENT, L.L.C.

Office #1: One Embarcadero Center Suite 400, San Francisco, CA 94111

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.

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

California
(2/7/2023)

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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

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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Chong Thao

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chong Thao's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELEVATE CAPITAL MANAGEMENT, L.L.C.

State Registrations and Notice Filings

Exams

Current Firm

ELEVATE CAPITAL MANAGEMENT, L.L.C.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ELEVATE CAPITAL MANAGEMENT, L.L.C.

TRUST BUT VERIFY

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