Elevatus Wealth Management, LLC

Daniel Antocicco is a financial advisor at Elevatus Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Tru Independence Asset Management, Bank of America, and Merrill Lynch. He is also a licensed insurance agent providing insurance services to clients. Elevatus Wealth Management offers discretionary investment management, financial planning, and consulting services to individual, high-net-worth, trust, retirement plan, and institutional clients. The firm employs a combination of fundamental, technical, and charting analysis using both active and passive strategies across multiple asset classes.

Megan Rinaudo is a CFP® professional with 12 years of industry experience. She is currently with Elevatus Wealth Management, LLC, where she has worked since 2024. Her prior experience includes roles at Thorley Wealth Management, Commonwealth Financial Network, Bank of America, and Merrill. Elevatus Wealth Management provides discretionary investment management, financial planning, and consulting services to individual, high-net-worth, trust, retirement plan, and institutional clients. The firm utilizes a combination of fundamental, technical, and charting analysis with active and passive strategies across various asset classes, managing portfolios on a discretionary basis with tailored allocations and ongoing monitoring.

Daniel Hare is a financial advisor with Elevatus Wealth Management, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Merrill and Bank of America, with a career spanning nearly two decades before joining Elevatus in 2020. Outside of his advisory work, he owns an LLC involved in buying and racing harness horses. Elevatus Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutions. The firm employs a combination of fundamental, technical, and charting analysis, utilizing both active and passive strategies across multiple asset classes.

Peter Newman is a financial advisor at Elevatus Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill. In addition to his advisory role, he is a licensed insurance agent servicing clients with insurance needs. Elevatus Wealth Management provides discretionary investment management, financial planning, and advisory services to individual, high-net-worth, trust, retirement plan, and institutional clients. The firm employs a combination of fundamental, technical, and charting analysis, utilizing both active and passive strategies across various asset classes.