Danielle Kane Hartman
Investment adviser representative at Kane Financial
12 yearsExperience
1 stateRegistered in
$75.2MFirm assets
5 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Kane FinancialJun 2025 to now
- N/aOct 2022 to May 2025
- Shen BeautyMar 2021 to Sep 2022
- N/aMay 2019 to Feb 2021
- Edgewell Personal CareAug 2017 to Apr 2019
- Vineyard VinesApr 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Kane Financial
Legal name: Kane Financial, LLC
$75.2MAssets managed
296Clients
2Advisers
5 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
- 8123799
- Firm CRD
- 291231