Daniel Antocicco
Daniel Antocicco is a registered investment advisor at Elevatus Wealth Management, LLC, based in Victor, NY, with 21 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 331 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Elevatus Wealth Management charges an annual management fee based on the value of your investments. The fee can be a flat percentage, a tiered schedule, or a linear schedule. Financial planning services are included in the investment advisory fees. The annual fee ranges up to 1.50%.
Location
1501 Pittsford Victor Road, Suite 101, Victor, NY, 14564
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Regulatory History (1)
Employment Separation After Allegations
July 2020Other 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
Previous Registrations
Tru Independence Asset Management 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
John Hancock Advisers, LLC
John Hancock Distributors LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations1 state
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.