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John Philip Maysles

Elevation, LLC

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About John Philip Maysles

John Philip Maysles is a financial advisor with over 20 years of experience in the financial services industry. John has a Series 7, Series 63 and SIE licenses. John is registered with FINRA and the states of California, New Jersey and New York. John is currently employed with Elevation, LLC, located in Charlotte, NC. Prior to joining Elevation, LLC, John was employed with Brookview Capital LLC, Alpine Associates, A Limited Partnership and Alpine Partners, L.P. John's experience includes working with clients to develop financial plans, investment strategies, and retirement planning.

Firm Information

John Maysles 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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John Maysles’s Registration & Firm History

NC

12/08/2010 - Present

Elevation, LLC (CHARLOTTE NC)

NY

03/30/2010 - 12/09/2010

BROOKVIEW CAPITAL LLC (WHITE PLAINS NY)

NJ

11/09/2001 - 01/27/2009

ALPINE ASSOCIATES, A LIMITED PARTNERSHIP (CRESSKILL NJ)

NJ

11/09/2001 - 01/27/2009

ALPINE PARTNERS, L.P. (CRESSKILL NJ)

NY

04/30/1999 - 10/31/2001

LEPERCQ, DE NEUFLIZE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/24/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Philip Maysles.
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