Dante Rubino has been an investment adviser representative at Elevate Financial Planning and Wealth Management since November 2024, and is not listed among the firm’s executive officers or direct owners.
Elevate Financial Planning and Wealth Management LLC is a St. Petersburg, FL firm with $107M under management, 457 clients and 36 advisers across 2 offices, as of its June 2026 filing.
- – present · 1 yearSt. Petersburg, FL · Adviser representative · Firm CRD 329079
Investment adviser representative registrations
Dante Rubino is registered as an investment adviser representative in 4 states. The first approvals date from November 2024; the most recent is Alabama, in January 2026.
- AlabamaSince 26 January 2026
- FloridaSince 7 November 2024
- North CarolinaSince 8 December 2025
- TexasSince 24 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 September 2024 |
| SIE | Securities Industry Essentials Examination | 15 July 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7989995
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Office
- 9400 4TH STREET N, SUITE 201, St. Petersburg, FL 33702
- Registration
- Investment adviser registration
- In the industry since
- November 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Dante Rubino work?
Dante Rubino is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is Dante Rubino a financial advisor?
Yes. Dante Rubino has a current investment-adviser registration in Alabama, Florida, North Carolina and Texas, through Elevate Financial Planning and Wealth Management since November 2024.
How many years of experience does Dante Rubino have?
Dante Rubino has 1 year in the financial industry, since November 2024, across 1 adviser firm.
What exams has Dante Rubino passed?
Dante Rubino has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in July 2024.
Where is Dante Rubino based?
Dante Rubino’s registered office is in St. Petersburg, FL.
Is Dante Rubino registered with FINRA?
No. Dante Rubino has no current broker registration.
How can I verify Dante Rubino’s record?
Search CRD 7989995 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dante Rubino’s full registration record.
