AdvisorOS Directory
Claim Profile
DL

Daniel Lew

DSS WEALTH MANAGEMENT, INC.·WEST HENRIETTA, New York
Unclaimed Profile
275 WIREGRASS PARKWAY, WEST HENRIETTA, NY 14586CRD# 2152852Firm CRD# 314640
01

About

Daniel Lew is a registered financial advisor based in WEST HENRIETTA, New York, affiliated with DSS WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
AMERICAFIRST WEALTH MANAGEMENT, INC.
AMERICAFIRST WEALTH MANAGEMENT, INC.
AUM
$26M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at AMERICAFIRST WEALTH MANAGEMENT, INC. →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2152852
Firm CRD# 314640
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WEST HENRIETTA?

Browse all registered financial advisors in WEST HENRIETTA, New York or claim this profile if it's yours.

Browse WEST HENRIETTA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Daniel Lew offer?
Daniel Lew specializes in Investment Management, Fee-Only Advisory. Contact their office in WEST HENRIETTA, New York for a consultation.
What are Daniel Lew's credentials?
Daniel Lew is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Lew located?
Daniel Lew is based in WEST HENRIETTA, New York, working with DSS WEALTH MANAGEMENT, INC.. Their office serves clients in the WEST HENRIETTA metropolitan area and surrounding communities.
How does Daniel Lew charge for services?
Daniel Lew's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DSS WEALTH MANAGEMENT, INC.?
DSS WEALTH MANAGEMENT, INC. has approximately 3 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WEST HENRIETTA
Mark Alan Congdon — HORIZON ADVISORY SERVICES, INC.Michael Roger Congdon — HORIZON ADVISORY SERVICES, INC.Kenneth Stephen Blazick — HORIZON ADVISORY SERVICES, INC.Carrie Beth Sigler — HORIZON ADVISORY SERVICES, INC.Frank D Heuszel — DSS WEALTH MANAGEMENT, INC.
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile