Daniel Ortiz (CRD# 7068057) is an Investment Advisor Representative working at Commonwealth Financial Network in Ontario, NY and has over 4 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Oct 2023 - Current | < 1 |
| Weller Group LLC | Ontario, NY | May 2022 - Current | 1 |
| Commonwealth Financial Network | Waltham, MA | May 2022 - Oct 2023 | 1 |
| Weller Group LLC | Ontario, NY | Aug 2021 - May 2022 | < 1 |
| Commonwealth Financial Network | Waltham, MA | Aug 2021 - May 2022 | < 1 |
| Citizens Securities, Inc. | Fairport, NY | Nov 2020 - Jul 2021 | < 1 |
| Heritage Christian Services | Rochester, NY | Jan 2020 - Dec 2020 | < 1 |
| Cetera Advisor Networks | El Segundo, CA | Jun 2020 - Nov 2020 | < 1 |
| Penfield Financial Group | Penfield, NY | Jun 2020 - Nov 2020 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford, NY | Jan 2019 - Jun 2020 | 1 |
| Buckle. Inc. | Fredericksburg, VA | Sep 2018 - Dec 2018 | < 1 |
| University Of Mary Washington | Fredericksburg, VA | Aug 2017 - Dec 2018 | 1 |
| East Side Ymca | Penfield, NY | Nov 2014 - Sep 2018 | 3 |
| Enterprise Rent A Car | Rochester, NY | May 2018 - Aug 2018 | < 1 |
| Monroe Community College | Rochester, NY | Sep 2014 - Aug 2018 | 3 |
| Medaille College | Buffalo, NY | Sep 2016 - Dec 2017 | 1 |
| Dick's Sporting Goods | Webster, NY | Oct 2014 - Sep 2015 | < 1 |
| Shadow Pines Golf Club | Penfield, NY | May 2014 - Sep 2015 | 1 |
| Northern Hemisphere Gymnastics | Webster, NY | Jan 2012 - Aug 2014 | 2 |
| Wayne Central School District | Ontario, NY | Jul 2008 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- NY
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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