Keith A. Dubauskas

ONE + ONE WEALTH MANAGEMENT

Jupiter, FL 33477

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CRD#: 2539511

Professional summary

Keith Anthony Dubauskas is a registered financial advisor currently at ONE + ONE WEALTH MANAGEMENT, LLC located in Jupiter, Florida.

Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Keith has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

09/2013 Independent Licensed Insurance Agent; investment related; life including var annuity & health

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Anthony Dubauskas's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 13, 2020 - Present

ONE + ONE WEALTH MANAGEMENT, LLC

Office #1: 1061 E. Indiantown Road Suite 300, Jupiter, FL 33477

RIA

CRD#: 310906

Jupiter, FL

Past

April 17, 2013 - November 16, 2020

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

PALM BEACH GARDENS, FL

Past

April 8, 2013 - November 16, 2020

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

PALM BEACH GARDENS, FL

Past

June 13, 2007 - August 7, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

PALM BEACH, FL

Past

May 29, 2007 - August 7, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

PALM BEACH, FL

Past

January 3, 2007 - May 29, 2007

CITICORP INVESTMENT SERVICES

CRD#: 23988

PALM BEACH, FL

Past

April 20, 1995 - June 8, 2001

FAM DISTRIBUTORS, INC.

CRD#: 4100

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

O+

ONE + ONE WEALTH MANAGEMENT, LLC

CRD#: 310906 / SEC#: 801-119677

RIA

Registered Investment Advisory firm - (10/23/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(11/17/2020)

IAR

Texas
(11/13/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/6/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/4/2013

General Securities Representative Examination

Current Firm

O+

ONE + ONE WEALTH MANAGEMENT, LLC

CRD#: 310906 / SEC#: 801-119677

RIA

Registered Investment Advisory firm - (10/23/2020 Approved)

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Contact information

Main Address

1061 E. Indiantown Road Suite 300, Jupiter, FL 33477

Mailing Address

Phone number

(561) 972-4913

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ONE + ONE WEALTH MANAGEMENT, LLC ADV BROCHURE (5/16/2025)

Regulatory assets under management

Total Number of Accounts	692
AUM (Assets Under Management)	$ 270,914,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Keith A. Dubauskas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Anthony Dubauskas's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

CITICORP INVESTMENT SERVICES

FAM DISTRIBUTORS, INC.

Primary Firm SEC Registration

ONE + ONE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/6/2013

SIE

Date: 10/1/2018

Series 7

Date: 4/4/2013

Current Firm

ONE + ONE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONE + ONE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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