Daniel Hare (CRD# 4686625) is an Investment Advisor Representative working at Elevatus Wealth Management, LLC in Victor, NY and has over 20 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elevatus Wealth Management | Rochester, NY | Aug 2020 - Current | 3 |
| Tru Independence Asset Management 2, LLC | Portland, OR | Aug 2020 - Apr 2023 | 2 |
| Bank Of America,na | Pittsford, NY | Nov 2009 - Aug 2020 | 10 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford, NY | Mar 2002 - Aug 2020 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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- FL
- NY
- NC
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- VT
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Total Assets Under Management346MILLIONS
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Total Number of Accounts775ACCOUNTS
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Average Account Value$447,057
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CT, FL, MD, NC, NY, TX, VT
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