Christopher Joseph Athens
Investment Adviser Representative at Elevate Financial Planning AND Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Christopher Joseph Athens is an investment adviser representative with Elevate Financial Planning and Wealth Management in St. Petersburg, FL, where they have been registered since 2024. They have worked in the securities industry since 2020 and were previously registered with Florida Financial Advisors, LLC. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 6 (investment company and variable products). They are registered to provide investment advice in 10 states.
Office
Advisors at this office: 26
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Alabama, California, Florida, Georgia, Louisiana, North Carolina, Pennsylvania, South Carolina, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Trinity Wealth Securities L.L.CMay 2020 – no end date reportedTampa, FL
- Fitness Center at The University of TampaJan 2019 – Dec 2019Tampa, FL
- The University of TampaAug 2016 – May 2020Tampa, FL
- Bay Terrace Pool and Tennis CenterApr 2017 – Aug 2017Bayside, NY
- Bay Terrace Pool and Tennis CenterApr 2018 – Aug 2018Bayside, NY
- Delaware North Company - CAFÉ CentroMay 2019 – Aug 2019Manhatten, NY
- Florida Financial AdvisorsAug 2020 – Oct 2023Tampa, FL
- FFA DBA Elevate Financial Planning & Wealth ManagementOct 2023 – Sep 2024St. Petersburg, FL
- Elevate Financial Planning and Wealth ManagementSep 2023 – no end date reportedSt. Petersburg, FL
- Florida Financial Insurance, LLCMay 2020 – no end date reportedSt. Petersburg, FL
- Elevate Insurance Agency Services LLCOct 2023 – no end date reportedSt. Petersburg, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Elevate Financial Planning AND Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.0125
- ≤ $100,0001.25%
- $100,001 to $500,0001.15%
- $500,001 to $2,000,0001.00%
- $2,000,001 to $5,000,0000.75%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement planning, wealth management (portfolio construction and risk management), employer benefits and wealth-building strategies for professionals, and financial planning strategies for every phase of life.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 46
- Offices listed on AdvisorFinder:
- 1
- Main office:
- St. Petersburg, FL
- SEC file number:
- 801-135497
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 11, 2026
View full firm profileOther advisors at Elevate Financial Planning AND Wealth Management
Showing 12 of 46 in the directory
Similar advisors in St. Petersburg, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher Joseph Athens has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched