Buffalo First Wealth Management, LLC

Buffalo First Wealth Management, LLC (CRD# 168937) is a financial advisory firm headquartered in Williamsville, NY. They manage $52,074,406 in 402 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
7606 Transit Rd, Suite 100, Williamsville, NY 14221
https://www.linkedin.com/company/buffalo-first-wealth-management/about/
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    402
    ACCOUNTS
  • Average Account Value
    $129,538
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NY

Financial Advisors at Buffalo First Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey Husarek, financial advisor Williamsville NY
Jeffrey A. Husarek
CRD#: 7219161
7606 Transit Rd, Suite 100, Williamsville, NY 14221

Jeffrey Husarek (CRD# 7219161) is an Investment Advisor Representative working at Buffalo First Wealth Management, LLC in Williamsville, NY and has over 3 years of experience in the finance industry.

2
Juliana Janson, financial advisor Williamsville NY
Juliana C. Janson
CRD#: 7665318
7606 Transit Rd, Suite 100, Williamsville, NY 14221

Juliana Janson (CRD# 7665318) is an Investment Advisor Representative working at Buffalo First Wealth Management, LLC in Williamsville, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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