Oleg N. Zviagin
Principal/Chief Compliance Officer/Managing MemberElevate Planners, LLCCRD 6116587
About Oleg N. Zviagin
Oleg N. Zviagin is listed as Principal/Chief Compliance Officer/Managing Member at Elevate Planners, LLC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Elevate Planners, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Oleg N. Zviagin work?
Oleg N. Zviagin is listed as Principal/Chief Compliance Officer/Managing Member at Elevate Planners, LLC on SEC Form ADV.
How much of Elevate Planners, LLC does Oleg N. Zviagin own?
Form ADV reports a beneficial ownership band of Over 75%.
Elevate Planners, LLC
| Title | Principal/Chief Compliance Officer/Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2024 |