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Robert Nelson Weibel

Elevation, LLC

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About Robert Nelson Weibel

Robert Weibel is a securities professional with over 27 years of experience in the financial services industry. He is currently registered with Elevation, LLC, and is licensed to conduct securities business in 23 states. Robert has held previous positions at several prominent firms, including Truist Securities, Inc., Imperial Capital, LLC, J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., and Bear, Stearns & Co. Inc. Robert holds a variety of licenses including Series 7, 24, 55, 62, 63 and SIE.

Firm Information

Robert Weibel 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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Robert Weibel’s Registration & Firm History

NY

02/24/2022 - Present

Elevation, LLC (New York NY)

NY

09/08/2021 - 01/03/2022

OLIVETREE FINANCIAL, LLC (NEW YORK NY)

NY

09/20/2017 - 11/13/2020

TRUIST SECURITIES, INC. (NEW YORK NY)

NY

12/09/2013 - 09/05/2017

IMPERIAL CAPITAL, LLC (NEW YORK NY)

NY

10/01/2008 - 03/12/2013

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

06/30/2008 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

11/22/1993 - 06/30/2008

BEAR, STEARNS & CO. INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/20/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/26/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/20/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Nelson Weibel.
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