Luke Rubino has been an investment adviser representative at Elevate Financial Planning and Wealth Management since June 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
Luke Rubino is registered as an investment adviser representative in Florida, since June 2026.
- FloridaSince 10 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 April 2026 |
| SIE | Securities Industry Essentials Examination | 1 December 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Luke Patrick Rubino
- CRD
- 8287093
- 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
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Luke Rubino work?
Luke Rubino is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Luke Rubino a financial advisor?
Yes. Luke Rubino has a current investment-adviser registration in Florida, through Elevate Financial Planning and Wealth Management since June 2026.
How many years of experience does Luke Rubino have?
Luke Rubino has 0 years in the financial industry, since June 2026, across 1 adviser firm.
What exams has Luke Rubino passed?
Luke Rubino has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in December 2025.
Where is Luke Rubino based?
Luke Rubino’s registered office is in St. Petersburg, FL.
Is Luke Rubino registered with FINRA?
No. Luke Rubino has no current broker registration.
How can I verify Luke Rubino’s record?
Search CRD 8287093 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Luke Rubino’s full registration record.
