Dominic Colantonio has been an investment adviser representative at Elevate Financial Planning and Wealth Management since August 2026, 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 · under a yearSt. Petersburg, FL · Adviser representative · Firm CRD 329079
Investment adviser representative registrations
Dominic Colantonio is registered as an investment adviser representative in Florida, since August 2026.
- FloridaSince 27 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 August 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Dominic James Colantonio
- CRD
- 8334187
- 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
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Dominic Colantonio work?
Dominic Colantonio is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Dominic Colantonio a financial advisor?
Yes. Dominic Colantonio has a current investment-adviser registration in Florida, through Elevate Financial Planning and Wealth Management since August 2026.
How many years of experience does Dominic Colantonio have?
Dominic Colantonio has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has Dominic Colantonio passed?
Dominic Colantonio passed the Series 65 in August 2026.
Where is Dominic Colantonio based?
Dominic Colantonio’s registered office is in St. Petersburg, FL.
Is Dominic Colantonio registered with FINRA?
No. Dominic Colantonio has no current broker registration.
How can I verify Dominic Colantonio’s record?
Search CRD 8334187 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dominic Colantonio’s full registration record.
