GS
Gary Stoller
ELEVATE WEALTH ADVISORY
ATHENS, GA 30606
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CRD#: 7929588
GS
Professional summary
Gary Stoller is a registered financial advisor currently at ELEVATE WEALTH ADVISORY, INC. located in Athens, Georgia.
Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Gary has worked at 2 firms and has passed the Series 65 exam.
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.
Southern Hills Financial, 0 hours/week, passively receive insurance renewals and bonuses, paid directly to the corporation.
CRS (Client Relationship Summary) - RIA
Click below to view Gary Stoller'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®
NoneExperience
Current
July 22, 2024 - Present
ELEVATE WEALTH ADVISORY, INC.
Office #1: 2500 Daniells Bridge Rd Building 200, Suite 2b, Athens, GA 30606RIA
CRD#: 149713
ATHENS, GA
Past
July 10, 2024 - January 6, 2025
FIRST ADVISORS NATIONAL, LLC
RIA
CRD#: 166212
Jefferson, 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".
EW
ELEVATE WEALTH ADVISORY, INC.
ELEVATE WEALTH ADVISORY, INC. | VICKERY FINANCIAL SERVICES, INC.
CRD#: 149713 / SEC#: 801-77776
RIA
Registered Investment Advisory firm - (4/1/2013 Approved)Florida
Registered Investment Advisory firm - (4/15/2013 Terminated)Georgia
Registered Investment Advisory firm - (4/15/2013 Terminated)Texas
Registered Investment Advisory firm - (4/15/2013 Terminated)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(7/22/2024)
Current Firm
EW
ELEVATE WEALTH ADVISORY, INC.
ELEVATE WEALTH ADVISORY, INC. | VICKERY FINANCIAL SERVICES, INC.
CRD#: 149713 / SEC#: 801-77776
RIA
Registered Investment Advisory firm - (4/1/2013 Approved)Florida
Registered Investment Advisory firm - (4/15/2013 Terminated)Georgia
Registered Investment Advisory firm - (4/15/2013 Terminated)Texas
Registered Investment Advisory firm - (4/15/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2500 Daniells Bridge Rd Building 200, Suite 2b, Athens, GA 30606
Mailing Address
Phone number
(706) 353-2728
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,649 |
| AUM (Assets Under Management) | $ 338,136,673 |
Red Flags
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Company Information
ELEVATE WEALTH ADVISORY, INC.
CRD#: 149713Athens, GA 30606TRUST BUT VERIFY
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