Dan Kanivas has been Managing Member of Triple Summit Advisors since December 2015, is a control person of the firm and directly owns between 25% and 50% of it. Dan Kanivas holds a Bachelor of Arts in Economics from Harvard University and a Master of Business Administration from the University of California, Berkeley.
Triple Summit Advisors, LLC is a firm with $108M under management, 172 clients and 2 advisers across 2 offices, as of its April 2026 filing.
Dan Kanivas is Managing Partner of Triple Summit Advisors. He is Co-Founder and a portfolio manager of the firm and brings institutional asset management, wealth management and client service experience to the team. Before Triple Summit, he worked in business development and operations at Zipline, a venture-backed robotics startup, and previously as an investment associate at Prudential Capital Group, where he conducted credit analysis and portfolio management.
- Triple Summit Advisors, LLCCurrent– present · 10 yearsMercer Island, WA · Adviser representative · Firm CRD 282764
Professional designations
Listed by Triple Summit Advisors
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Dan Kanivas is registered as an investment adviser representative in 6 states, as a resident of Texas. The first approvals date from April 2016; the most recent is New York, in March 2021.
- CaliforniaSince 28 April 2016
- MassachusettsSince 27 April 2016
- New JerseySince 5 January 2021
- New YorkSince 2 March 2021
- TexasResidentSince 22 February 2017
- WashingtonSince 15 November 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 October 2015 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6614568
- Firm
- Triple Summit Advisors · CRD 282764
- Role
- Managing Member
- Office
- Mercer Island, WA
- Registration
- Investment adviser registration
- In the industry since
- April 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- triplesummitadvisors.com
Where does Dan Kanivas work?
Dan Kanivas has been Managing Member of Triple Summit Advisors, LLC since December 2015, and is a control person of the firm.
Is Dan Kanivas a financial advisor?
Yes. Dan Kanivas has a current investment-adviser registration in California, Massachusetts, New Jersey, New York, Texas and Washington, through Triple Summit Advisors since April 2016.
How many years of experience does Dan Kanivas have?
Dan Kanivas has 10 years in the financial industry, since April 2016, across 1 adviser firm.
What exams has Dan Kanivas passed?
Dan Kanivas passed the Series 65 in October 2015.
Where is Dan Kanivas based?
Dan Kanivas’ registered office is in Mercer Island, WA.
Is Dan Kanivas registered with FINRA?
No. Dan Kanivas has no current broker registration.
Is Dan Kanivas a CFP?
Triple Summit Advisors lists Dan Kanivas with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Dan Kanivas a CFA charterholder?
Triple Summit Advisors lists Dan Kanivas with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Dan Kanivas’ record?
Search CRD 6614568 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dan Kanivas’ full registration record.
