Daniel Antocicco has been an investment adviser representative at Crossover Capital Brands since September 2026, and is not listed among the firm’s executive officers or direct owners.
Crossover Capital Brands LLC is a Yardley, PA firm with $179M under management, 99 clients and 2 advisers in one office, as of its June 2026 filing.
Daniel Antocicco’s longest registration was 9 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2011–2020). Before joining Crossover Capital Brands in 2026, Daniel Antocicco was registered through Tru Independence Asset Management 2 and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Crossover CapitalCurrent– present · under a yearVictor, NY · Adviser representative · Firm CRD 326625
- Elevatus Wealth Management, LLCAlso current– present · 3 yearsVictor, NY · Adviser representative · Firm CRD 325629
- Tru Independence Asset Management 2– · 1 yearVictor, NY · Adviser representative · Firm CRD 309098
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 9 yearsPittsford, NY · Adviser representative · Firm CRD 7691
- John Hancock Advisers, LLC– · under a yearBoston, MA · Adviser representative · Firm CRD 105790
Investment adviser representative registrations
Daniel Antocicco is registered as an investment adviser representative in New York, since May 2023.
- New YorkSince 25 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 3 March 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 1 February 2001 |
| Series 66 | Uniform Combined State Law Examination | 29 November 2000 |
| Series 7 | General Securities Representative Examination | 6 November 2000 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Daniel F Antocicco
- CRD
- 4253396
- Firm
- Crossover Capital Brands · CRD 326625
- Office
- 1501 Pittsford Victor Road, Ste 101, Victor, NY 14564
- Registration
- Investment adviser registration
- In the industry since
- March 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Antocicco work?
Daniel Antocicco is an investment adviser representative registered through Crossover Capital Brands LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Antocicco a financial advisor?
Yes. Daniel Antocicco has a current investment-adviser registration in New York, through Crossover Capital Brands since September 2026.
How many years of experience does Daniel Antocicco have?
Daniel Antocicco has 22 years in the financial industry, since March 2004, across 5 adviser firms.
What exams has Daniel Antocicco passed?
Daniel Antocicco has passed 4 licensing exams: the Series 7, Series 66, Series 31 and Series 7TO. The earliest, the Series 7, was passed in November 2000. FINRA credited Daniel Antocicco with the SIE, which began in October 2018.
Where did Daniel Antocicco work before Crossover Capital Brands?
Before Crossover Capital Brands, Daniel Antocicco was registered through Tru Independence Asset Management 2, November 2021 to May 2023; Merrill Lynch, Pierce, Fenner & Smith Incorporated, April 2011 to July 2020; John Hancock Advisers, LLC, December 2008 to July 2009.
Where is Daniel Antocicco based?
Daniel Antocicco’s registered office is in Victor, NY.
Is Daniel Antocicco registered with FINRA?
No. Daniel Antocicco has no current broker registration.
How can I verify Daniel Antocicco’s record?
Search CRD 4253396 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Antocicco’s full registration record.
- Matthew SwendimanChief Compliance Officer
- Alexander PronFounder / Wealth Strategist