Luke Patrick Rubino
Investment Adviser Representative at Elevate Financial Planning AND Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Luke Patrick Rubino is an investment adviser representative with Elevate Financial Planning and Wealth Management in St. Petersburg, FL, where they have been registered since 2026, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 26
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Elevate Financial Planning and Wealth ManagementJun 2026 – no end date reportedSaint Petersburg, FL
- University of South FloridaJul 2023 – May 2026Tampa, FL
- Bubble Down Car WashJan 2026 – Apr 2026Tampa, FL
- VanEckJun 2025 – Aug 2025Tampa, FL
- Bubble Down Car WashNov 2024 – May 2025Tampa, FL
- Downtowner Car WashJun 2024 – Aug 2024Naples, FL
- UnemployedMay 2023 – Jul 2023Naples, FL
- Naples High ScoolAug 2019 – May 2023Naples, FL
- Cosmo's RistoranteJan 2021 – May 2023Naples, FL
- UnemployedJun 2019 – Aug 2019Naples, FL
- St. Anns Catholic Middle SchoolAug 2016 – Jun 2019Naples, FL
- Mark P. Rubino MD, LLCAug 2019 – Jun 2026Naples, FL
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Elevate Financial Planning AND Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.0125
- ≤ $100,0001.25%
- $100,001 to $500,0001.15%
- $500,001 to $2,000,0001.00%
- $2,000,001 to $5,000,0000.75%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement planning, wealth management (portfolio construction and risk management), employer benefits and wealth-building strategies for professionals, and financial planning strategies for every phase of life.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 46
- Offices listed on AdvisorFinder:
- 1
- Main office:
- St. Petersburg, FL
- SEC file number:
- 801-135497
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 11, 2026
View full firm profileOther advisors at Elevate Financial Planning AND Wealth Management
Showing 12 of 46 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Luke Patrick Rubino has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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