Dillon Joseph Nemeth

Employer firm

Elevate Financial Planning And Wealth Management CRD 329079

$107M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → 10/2023
  Florida Financial Advisors
  Tampa, FL
• 06/2019 → Present
  Trinity Wealth Securities L.L.C
  Tampa, FL
• 08/2015 → 05/2019
  Florida State University
  Tallahassee, FL
• 06/2018 → 08/2018
  Fidelity Investments
  Westlake, TX
• 05/2017 → 08/2017
  Massmutual
  Fort Myers, FL
• 10/2023 → 09/2024
  Ffa Dba Elevate Financial Planning & Wealth Management
  St. Petersburg, FL
• 09/2023 → Present
  Elevate Financial Planning And Wealth Management
  St. Petersburg, FL
• 06/2019 → Present
  Florida Financial Insurance, Llc
  St. Petersburg, FL
• 10/2023 → Present
  Elevate Insurance Agency Services Llc
  St. Petersburg, FL

Previous Registrations

• 2020-08-21 → 2024-09-19
  Florida Financial Advisors, Llc
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Saint Petersburg, FL

Other Businesses

1. Trinity Wealth Securities. Investment Related. St. Petersburg, FL. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 05/2019. Hours per Month: 30 of which 25 hours are during trading hours. Securities Related Activities. 2. Florida Financial Insurance, LLC DBA Elevate Financial Planning & Wealth Management. Not Investment Related. St. Petersburg, FL. Fixed Insurance Sales. 10/2023. Hours per Month: 6 of which 5 hours are during trading. Duties: fixed insurance sales. 3. Elevate Insurance Agency Services LLC. Not Investment Related. St. Petersburg, FL. Fixed Insurance Sales. Managing Partner. 10/2023. Hours per Month: 60 hours of which 50 hours are during trading. Duties: fixed insurance sales. 4. Nemeth Insurance Agency Services, LLC (Not Investment Related) and Nemeth Wealth Management Services, LLC (Investment Related). St. Petersburg, FL. 10/3/2023. Entities used for tax purposes to process personal income and expenses. Manager. 0 time spent. 5. Sunrise Property Ventures LLC. (Not investment related). Saint Petersburg, FL 33711. Nature of business: Property management. 1/15/2025. Hours per month: 1. Hours per month trading: 0. Position: Owner. Renting out previous home

Exams

• S66 Uniform Combined State Law Examination
  2019-08-02

Other Names

• Dillon J. Nemeth