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Principal/chief Compliance Officer/managing Member · Elevate Planners

Oleg N. Zviagin

CRD 6116587 · Named on Form ADV at one SEC-registered adviser

At a glance

Elevate Planners, an SEC-registered wealth manager with $26 million in regulatory assets, lists Oleg N. Zviagin on its Form ADV as Principal/chief Compliance Officer/managing Member, a control person.

Firms and roles

  • Elevate PlannersPrincipal/chief Compliance Officer/managing MemberWealth manager · United States · $26M in regulatory assets

AtlasMembers

Oleg’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Oleg’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.