Elevation Securities: Detailed Company Information & Corporate Profile
Summary
Elevation Securities operates out of Charlotte, North Carolina, serving the finance sector as an independent institutional broker dealer. The firm offers a broad array of trading and execution services across equities, derivatives, fixed income—including high‑grade, high‑yield, distressed debt, private loans, mortgages, and treasuries—as well as agency execution and futures.
With 100–200 employees and annual revenue between $10 million and $50 million, the company’s leadership includes Executive Coordinator Sally Nelson; partners Smoot Carter (Head of Private Markets) and Sean Link; managing directors Iven, Will, and Kelsey Peterson; chief operating officer Paddy Sheehan; senior traders William Lewis and Darren Croce; risk arbitrage specialist Robert Weibel; and private markets director Meg Constantine. The research group features analysts Liza Cozart, Patrick Jacobs, and summer analyst Luke Knezovic.
| Elevation Securities Website | elevationsecurities.com |
| Social Links |  |
| Phone Number | 704 926 1100, 203.292.8746 |
| Industries | |
| Elevation Securities Headquarters Address | 6836 Morrison Blvd, Charlotte, North Carolina, 28211 US |
| Company Size | 100-200 employees |
| Specialities & Services | Institutional broker dealer, Agency Execution, Equities, Derivatives, High Yield Debt, Distressed Debt, Futures, Fixed Income, High Grade Debt, Private Loans, Mortgages, Treasuries |
| DMA Code | Charlotte Metropolitan Area |
| Estimated Annual Revenue | $10M - 50M |
| Operating Status | Independent Company |
| Updated: | 2026-10-05 |
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
Elevation Securities's workforce includes employees across a wide range of tenure levels.
10% have been with the company for 1 to 2 years10% have been with the company for 3 to 4 years15% have been with the company for 5 to 7 years25% have been with the company for 8 to 10 years40% have been with the company for more than 11 years
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Elevation Securities Corporate Information: FAQ
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