Daniel F Antocicco
Investment adviser representative at Crossover Capital
15 yearsExperience
1 stateRegistered in
$179.5MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Crossover CapitalSep 2026 to now
- Elevatus Wealth ManagementAug 2020 to now
- Tru Independence Asset Management 2, LLCAug 2020 to Apr 2023
- Bank of America, N.A.Dec 2011 to Aug 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2011 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (NY).
Crossover Capital
Legal name: Crossover Capital Brands LLC
$179.5MAssets managed
99Clients
3Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4253396
- Firm CRD
- 326625