Daniel J Hare
Investment adviser representative at Elevatus Wealth Management, LLC
21 yearsExperience
8 statesRegistered in
$513.4MFirm 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 assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Elevatus Wealth Management, LLCAug 2020 to now
- Tru Independence Asset Management 2, LLCAug 2020 to Apr 2023
- Bank of America,NANov 2009 to Aug 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2002 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 8 states (CA, CT, FL, MD, NC, NY, TX, VT).
Elevatus Wealth Management, LLC
$513.4MAssets managed
331Clients
4Advisers
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
- 4686625
- Firm CRD
- 325629