Dante Rubino
Investment adviser representative at Elevate Financial Planning and Wealth Management
22 yearsExperience
4 statesRegistered in
$107.1MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Elevate Financial Planning and Wealth ManagementSep 2024 to now
- Town of WindsorMay 2024 to Aug 2024
- MathnasiumOct 2022 to May 2024
- University of South FloridaJun 2020 to May 2024
- Full Time StudentAug 2004 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 4 states (AL, FL, NC, TX).
Elevate Financial Planning and Wealth Management
Legal name: Elevate Financial Planning and Wealth Management LLC
$107.1MAssets managed
457Clients
45Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7989995
- Firm CRD
- 329079