Kerri Chiodo
Elevation Wealth Partners · Greenlawn, New York
Kerri Chiodo is a fee-only financial advisor at Elevation Wealth Partners in Greenlawn, New York. Elevation Wealth Partners reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Elevation Wealth Partners |
|---|---|
| Based in | Greenlawn, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $219.6M across 269 accounts |
| SEC registration | Investment adviser representative in NY · CRD 2103578 |
| Exams passed | Series 63 (1993) · Series 65 (1996) · Series 66 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.elevationwealthpartners.net |
How Kerri's firm compares
- Elevation Wealth Partners's average account is about $816,000, from its Form ADV (assets managed divided by 269 accounts).
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Questions about Kerri
Is Kerri Chiodo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kerri holds no broker registration, and Elevation Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kerri charge for financial advice?
Kerri's firm, Elevation Wealth Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Kerri Chiodo based?
Kerri Chiodo is based in Greenlawn, New York.
Is Kerri Chiodo registered with the SEC?
Yes. Kerri Chiodo is registered as an investment adviser representative in NY (CRD 2103578), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Elevation Wealth Partners manage?
Elevation Wealth Partners reports $219.6M across 269 accounts in assets under management.
How do I contact Kerri Chiodo?
Through Kerri's website, www.elevationwealthpartners.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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