Daniel Telaak, financial advisor Niagara Falls NY

Daniel Telaak

CRD Number: 6652319
Current Firm: Key Investment Services LLC

Daniel Telaak (CRD# 6652319) is an Investment Advisor Representative working at Key Investment Services LLC in Niagara Falls, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Keybank Niagara Falls, NY Apr 2020 - Current 1
Key Investment Services Niagara Falls, NY Apr 2020 - Current 1
Strategic Financial Solutions Amherst, NY Dec 2019 - Feb 2020 < 1
Axa Advisors, LLC New York, NY Aug 2016 - Oct 2019 3
The Schwartz Group Amherst, NY Apr 2015 - Aug 2016 1
Kellogg's Company Buffalo, NY May 2014 - May 2015 1
Lowe's Company Hamburg, NY Aug 2014 - Mar 2015 < 1
Mondelez International Batavia, NY Jun 2011 - Apr 2014 2
Hilbert College Hamburg, NY Aug 2008 - May 2012 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2018
S63 Uniform Securities State Law Examination Oct 2016
Contact Info for Daniel Telaak
Phone Number: (888) 547-2968
Firm Website: http://www.key.com
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    3,449
    MILLIONS
  • Total Number of Accounts
    21,284
    ACCOUNTS
  • Average Account Value
    $162,027
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

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