Connor Thomas Ossorio

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

• 05/2024 → 09/2024
  Florida Financial Advisors Dba Elevate Financial Advisors
  Saint Petersburg, FL
• 05/2014 → 10/2016
  Unemployed In Middle School / High School
  Naples, FL
• 10/2016 → 05/2017
  Gordon Food Service
  Naples, FL
• 05/2017 → 12/2017
  West Bay Country Club
  Estero, FL
• 01/2018 → 08/2019
  Unemployed In High School Transitioning To College
  Naples, FL
• 08/2019 → 09/2021
  Unemployed In College
  Tampa, FL
• 09/2021 → 07/2022
  Gino's Pizza
  Palm Harbor, FL
• 07/2022 → 05/2024
  Unemployed In College / Post Graduation
  Tampa, FL
• 05/2024 → Present
  Elevate Financial Planning And Wealth Management
  St. Petersburg, FL
• 02/2026 → Present
  Myfundedfutures
  Frisco, TX

Previous Registrations

• 2024-06-03 → 2024-09-19
  Florida Financial Advisors, Llc
  Saint Petersburg, FL

Other Businesses

MyFundedFutures; Investment-Related; Frisco, TX; Proprietary Futures Trading; Trader; 2/23/2026; 64 hrs/mo; 0 hrs/mo during securities trading hours; Duties include executing futures trading strategies in a proprietary trading account provided by MyFundedFutures, subject to their risk parameters and profit-sharing arrangement.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-16

Other Names

• Connor Ossorio