Thomas
Damon
Elevate Capital Advisors
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About this Advisor
Thomas Damon is a financial advisor based out of Brooklyn, New York. Damon is on the advisory team at Elevate Capital Advisors. Damon has gained experience at Total Relocation Services, International Planning Alliance, The Research Foundation For Suny, Barios, Jake Blum, Northwestern Mutual Investment Services LLC and Elevate Capital Advisors. Damon has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado. Elevate Capital Advisors is a financial advisory firm operating out of Eagle, CO. It controls $119 million in assets under management across its 701 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 701 accounts, 40% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and pension consulting services. Fees charged by financial advisors depend on which services the firm provides the client. However, fees charged by Elevate Capital Advisors most likely consist of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Elevate Capital Advisors Brokerage Details
$119,113,926
5
701
$169,920
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
Thomas Damon Work History
Thomas has been registered as a financial advisor for 0 years.*
Elevate Capital Advisors
Northwestern Mutual Investment Services LLC
Jake Blum
Jake Blum
Total Relocation Services
International Planning Alliance
The Research Foundation For Suny
Barios
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Damon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Elevate Capital Advisors
Wayzata, MN
Eagle, CO
Eagle, CO
Brooklyn, NY
Eagle, CO
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