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Ian Mellen

Elevation, LLC

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About Ian Mellen

Ian Mellen is a financial advisor based in New York, NY. Ian has been in the financial services industry since 2021 and is currently registered with Elevation, LLC. Ian holds Series 7TO, SIE and Series 63 licenses and is registered in 23 states. Previously, Ian was employed by Citigroup Global Markets Inc.

Firm Information

Ian Mellen is currently registered with Elevation, LLC. Elevation, LLC is a Limited Liability Company formed in December 2005 and is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Ian Mellen’s Registration & Firm History

NY

10/20/2022 - Present

Elevation, LLC (New York NY)

NY

09/28/2021 - 02/17/2022

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/10/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/28/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/13/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ian Mellen.
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