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Daniel J Hare

ELEVATUS WEALTH MANAGEMENT, LLC·VICTOR, New York
Unclaimed Profile
1501 PITTSFORD VICTOR ROAD, VICTOR, NY 14564CRD# 4686625Firm CRD# 325629
01

About

Daniel J Hare is a registered financial advisor based in VICTOR, New York, affiliated with ELEVATUS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ELEVATUS WEALTH MANAGEMENT, LLC
ELEVATUS WEALTH MANAGEMENT, LLC
AUM
$346M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ELEVATUS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4686625
Firm CRD# 325629
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Research
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