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Managing Member · Triple Summit Advisors, LLC

Dan Kanivas

CRD 6614568 · Named on Form ADV at one SEC-registered adviser

At a glance

Triple Summit Advisors, LLC, an SEC-registered wealth manager with $108 million in regulatory assets, lists Dan Kanivas on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Dan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Wei WangManaging Member/chief Compliance Officer, Triple Summit Advisors, LLC
  • YingTing YangMember, Triple Summit Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.