Unclaimed Profile

Daniel J Hare

ELEVATUS WEALTH MANAGEMENT, LLC·VICTOR, New York

SIE, Series 7, Series 7TO, Series 6622 years registeredELEVATUS WEALTH MANAGEMENT, LLC

1501 PITTSFORD VICTOR ROAD, VICTOR, NY 14564CRD# 4686625Firm CRD# 325629

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel J Hare · VICTOR, NY

Registration

CRD #4686625 · ELEVATUS WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

ELEVATUS WEALTH MANAGEMENT, LLC

May 2023 – present

TRU INDEPENDENCE ASSET MANAGEMENT 2

Jan 2021 – May 2023

VICTOR, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 2003 – Jul 2020

PITTSFORD, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 66

Registration record

First registered · November 25, 2003

Years registered · 22

Disclosure History

2020Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ELEVATUS WEALTH MANAGEMENT, LLC

CRD 325629 · SEC 801-127608

AUM

$346M

Regulatory assets under management

Employees

775 client accounts

Services offered by ELEVATUS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ELEVATUS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel J Hare offer?

Daniel J Hare specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VICTOR, New York for a consultation.

What are Daniel J Hare's credentials?

Daniel J Hare is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel J Hare located?

Daniel J Hare is based in VICTOR, New York, working with ELEVATUS WEALTH MANAGEMENT, LLC. Their office serves clients in the VICTOR metropolitan area and surrounding communities.

How does Daniel J Hare charge for services?

Daniel J Hare's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ELEVATUS WEALTH MANAGEMENT, LLC?

ELEVATUS WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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