Daniel
Gartland

Wny Asset Management, LLC

CRD#6748464
Investment Advisor
in Buffalo, NY

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About this Advisor

Daniel Gartland is a financial advisor working in Buffalo, New York who has 1 year of relevant experience. Gartland is on the advisory team at Wny Asset Management, LLC. During their career, the advisor has held roles at Citigroup, Amazon, Cadaret Grant & Co., Inc and Wny Asset Management, LLC. Gartland has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Wny Asset Management, LLC is an advisory company operating out of Buffalo, NY. It has offices in two locations and a total of 31 advisors. It manages $1 billion in assets under management across its 6,476 accounts, placing it among the bigger firms in the nation by assets under management. The firm advises 10 charitable organizations. Of its 6,476 customer accounts, just 9% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types charged by Wny Asset Management, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6500 Sheridan Drive, Suite 200
Buffalo, NY 14221

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Wny Asset Management, LLC Brokerage Details

Total Assets Under Management

$1,106,305,725

NY Average: $7,464,549,021
Total Number of Employees

31

NY Average: 88
Total Number of Accounts

6,476

NY Average: 3,892
Average Account Size

$170,832

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Daniel Gartland Work History

Daniel has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Wny Asset Management, LLC

2021 - Present (3 years)

Cadaret Grant & Co., Inc

2021 - Present (3 years)

Wny Asset Management, LLC

2020 - 2021 (1 year)

Citigroup

2020 - 2020 (< 1 year)

Amazon

2010 - 2019 (9 years)

Citigroup

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Gartland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wny Asset Management, LLC

Zachary Shroyer
Buffalo, NY
Eugene O'Connor
Buffalo, NY
Laureen Syta
Buffalo, NY
Judy Sescil
Buffalo, NY
William Mistretta
Buffalo, NY
Daniel Gartland
Buffalo, NY
Michael Workley
Buffalo, NY
Debra Brown
Buffalo, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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