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Daniel Antocicco

Elevatus Wealth Management, LLC
22 Years of Experience
Victor, NY
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Daniel Antocicco is a registered investment advisor at Elevatus Wealth Management, LLC, based in Victor, NY, with 22 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 331 clients with $510M in assets under management.

Elevatus Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
331 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$513.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual management fee is up to 1.50% and is assessed monthly in arrears based on prior month-end asset values.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1501 Pittsford Victor Road, Suite 101, Victor, NY, 14564

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
July 2020
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Daniel works as an insurance agent, servicing clients with insurance. The time commitment depends on client needs.

Employment History
Current Registrations
Elevatus Wealth Management, LLC
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Tru Independence Asset Management 2
November 2021 - May 2023 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2011 - July 2020 · 9 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2011 - July 2020 · 9 yrs 3 mos
John Hancock Advisers, LLC
December 2008 - July 2009 · 7 mos
John Hancock Distributors LLCBroker
July 2008 - July 2009 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2004 - March 2008 · 3 yrs 8 mos
Morgan Stanley Dw INC.Broker
November 2000 - July 2004 · 3 yrs 8 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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