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Daniel J Hare

Investment Adviser Representative at ELEVATUS WEALTH MANAGEMENT, LLC

Victor, NYCRD #4686625Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
7 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Daniel J. Hare has worked in the securities industry since 2004. They are registered to provide investment advisory services in California, Connecticut, Florida, Maryland, New York, North Carolina, and Vermont.

Registrations & licenses

Registration type
Dual-registered
Registered in 7 states
CaliforniaConnecticutFloridaMarylandNew YorkNorth CarolinaVermont
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/24/2003
Series 7
General Securities Representative Examination
Passed 1/23/2024
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/14/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Elevatus Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ELEVATUS WEALTH MANAGEMENT, LLCCurrent
5/2/2023Victor, NY
TRU INDEPENDENCE ASSET MANAGEMENT 2
1/29/20215/1/2023Victor, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
11/25/20037/31/2020Pittsford, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ELEVATUS WEALTH MANAGEMENT, LLC

4 other advisors in the directory

View ELEVATUS WEALTH MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel J Hare 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.

Daniel J Hare - Financial Advisor in Victor, NY | AdvisorFinder