Dillon Nemeth has been Member/Manager/Managing Partner of Elevate Financial Planning and Wealth Management since September 2023, is a control person of the firm and directly owns between 25% and 50% of it.
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.
Dillon Nemeth is Managing Partner and Financial Advisor of Elevate Financial Planning and Wealth Management. Nemeth co-founded Elevate in 2023, after working with more than 50 advisors at Florida Financial Advisors on their development and on the structure they needed to serve clients well. Nemeth's focus is connecting investments, taxes, retirement goals and the day-to-day decisions that affect them.
Dillon Nemeth’s longest registration was 4 years at Florida Financial Advisors, LLC (2020–2024). Before joining Elevate Financial Planning and Wealth Management in 2024, Dillon Nemeth was registered through Florida Financial Advisors, LLC.
- – present · 2 yearsSt. Petersburg, FL · Adviser representative · Firm CRD 329079
- Florida Financial Advisors, LLC– · 4 yearsSaint Petersburg, FL · Adviser representative · Firm CRD 288811
Investment adviser representative registrations
Dillon Nemeth is registered as an investment adviser representative in 10 states. The first approvals date from August 2024; the most recent is Virginia, in March 2026.
- CaliforniaSince 15 January 2026
- FloridaSince 29 August 2024
- GeorgiaSince 23 January 2025
- LouisianaSince 23 October 2024
- North CarolinaSince 21 October 2024
- PennsylvaniaSince 3 June 2025
- South CarolinaSince 16 May 2025
- TennesseeSince 17 December 2024
- TexasSince 30 January 2025
- VirginiaSince 10 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 2 August 2019 |
| Series 7TO | General Securities Representative Examination | 22 June 2019 |
| SIE | Securities Industry Essentials Examination | 28 April 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Dillon Joseph Nemeth
- CRD
- 7135971
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Role
- Member/Manager/Managing Partner
- Office
- 9400 4TH STREET N, SUITE 201, St. Petersburg, FL 33702
- Registration
- Investment adviser registration
- In the industry since
- August 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- elevatefpwm.com
Where does Dillon Nemeth work?
Dillon Nemeth has been Member/Manager/Managing Partner of Elevate Financial Planning and Wealth Management LLC since September 2023, and is a control person of the firm.
Is Dillon Nemeth a financial advisor?
Yes. Dillon Nemeth has a current investment-adviser registration in California, Florida, Georgia, Louisiana, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas and Virginia, through Elevate Financial Planning and Wealth Management since August 2024.
How many years of experience does Dillon Nemeth have?
Dillon Nemeth has 7 years in the financial industry, since August 2019, across 2 adviser firms.
What exams has Dillon Nemeth passed?
Dillon Nemeth has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2019.
Where is Dillon Nemeth based?
Dillon Nemeth’s registered office is in St. Petersburg, FL.
Is Dillon Nemeth registered with FINRA?
No. Dillon Nemeth has no current broker registration.
How can I verify Dillon Nemeth’s record?
Search CRD 7135971 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dillon Nemeth’s full registration record.
