Elevatus Wealth Management Employee Directory

Elevatus Wealth Management corporate office is located in 1501 State Route 96 Ste 101, Victor, New York, 14564, United States and has 1-10 employees.

elevatus wealth management

elevatus wealth management llc

Employees by Department

Departments

Number of employees

Finance

Sales

Legal

Marketing

C-Suite

Key Employees of Elevatus Wealth Management

MS
Matthew Swendi...
Chief Compliance Officer
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Elevatus Wealth Management Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Elevatus Wealth Management

Hundreds of professionals searching for Elevatus Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

DH
Daniel Hare
Email Direct
Co-Founder & Senior Wealth Advisor
United States , New York , Victor

MS
Matthew Swendiman
Email Direct
Chief Compliance Officer
United States , New York , Victor

RR
Renee Ricco
Email Direct
Media & Economic Contributor Chief
United States , New York , Victor

DA
Daniel Antocicco
Email Direct
Senior Wealth Advisor
United States , New York , Victor

JL
Julie Lynch
Email Direct
Client Associate
United States , New York , Victor

PN
Peter Newman
Email Direct
Senior Wealth Advisor
United States , New York , Victor

MR
Megan Rinaudo
Email Direct
Senior Wealth Advisor
United States , New York , Victor

JD
James DeLucia
Email Direct
Wealth Associate
United States , New York , Victor

Former Employees at Elevatus Wealth Management

Explore people who held key positions, contributed to Elevatus Wealth Management's success, and advanced their careers.

JL
Julie Lynch
Wealth Management Asso... at Canandaigua National B...
Worked as Client Associate
at Elevatus Wealth Management
Email Direct
BB
Brittany Buffington
Senior Wealth Advisor at Chicago Partners Wealt...
Worked as Senior Registered Wealth Associate
at Elevatus Wealth Management (2020-2026)
Email Direct
MM
Michael McLaren
Associate Advisor at Seneca Financial Advis...
Worked as Registered Financial Analyst
at Elevatus Wealth Management (2020-2022)
Email Direct

Explore More

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Frequently Asked Questions Regarding Elevatus Wealth Management Employees

How many employees does Elevatus Wealth Management have?

Elevatus Wealth Management has 1-10 employees

Who are Elevatus Wealth Management key employees?

Some of Elevatus Wealth Management key employees are Matthew Swendiman

Where is Elevatus Wealth Management located?

Elevatus Wealth Management’s headquarters are located at 1501 State Route 96 Ste 101, Victor, New York, 14564, United States

How do I contact Elevatus Wealth Management?

Elevatus Wealth Management Contact Info: Phone number: (585) 565-4450 Website: www.elevatuswealth.com

What does Elevatus Wealth Management do?

Elevatus Wealth Management is dedicated to guiding successful individuals, multigenerational families, corporations, endowments, and foundations in achieving their financial goals through a holistic approach. They offer a range of financial planning and investment solutions, emphasizing objective advice and a comprehensive suite of products and ser... Read More

Is Elevatus Wealth Management a public company?

Elevatus Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Elevatus Wealth Management Employees