Daniel J. Hare

ELEVATUS WEALTH MANAGEMENT

Victor, NY 14564

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CRD#: 4686625

Professional summary

Daniel J Hare, who also goes by Dan Hare, is a registered financial advisor currently at ELEVATUS WEALTH MANAGEMENT, LLC located in Victor, New York.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Daniel has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dan Hare

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel J Hare'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

May 2, 2023 - Present

ELEVATUS WEALTH MANAGEMENT, LLC

Office #1: 1501 Pittsford Victor Road Suite 101, Victor, NY 14564

RIA

CRD#: 325629

Victor, NY

Past

January 29, 2021 - May 1, 2023

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

RIA

CRD#: 309098

VICTOR, NY

Past

November 25, 2003 - July 31, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PITTSFORD, NY

Past

October 15, 2003 - July 31, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PITTSFORD, 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".

ELEVATUS WEALTH MANAGEMENT, LLC

CRD#: 325629 / SEC#: 801-127608

RIA

Registered Investment Advisory firm - (4/18/2023 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

California
(6/23/2023)

IAR

Connecticut
(4/24/2024)

IAR

Florida
(7/14/2023)

IAR

Maryland
(1/2/2025)

IAR

New York
(5/25/2023)

IAR

North Carolina
(6/19/2023)

IAR

Texas
(5/2/2023)

IAR

Vermont
(8/31/2023)

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: 11/24/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/23/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/14/2003

General Securities Representative Examination

Current Firm

ELEVATUS WEALTH MANAGEMENT, LLC

CRD#: 325629 / SEC#: 801-127608

RIA

Registered Investment Advisory firm - (4/18/2023 Approved)

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Contact information

Main Address

1501 Pittsford Victor Road Suite 101, Victor, NY 14564

Mailing Address

Phone number

(585) 565-4450

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

ADV PART 2A DISCLOSURE BROCHURE (12/22/2025)

Regulatory assets under management

Total Number of Accounts	1,203
AUM (Assets Under Management)	$ 438,067,982

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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Advisor Monitoring

Firm Stability Insights

Daniel J. Hare

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel J Hare's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ELEVATUS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/24/2003

Series 7TO

Date: 1/23/2024

SIE

Date: 10/1/2018

Series 7

Date: 10/14/2003

Current Firm

ELEVATUS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELEVATUS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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