Unclaimed Profile

Daniel Lew

DSS WEALTH MANAGEMENT, INC.·WEST HENRIETTA, New York

Series 7, Series 63, Series 65Clean record3 years registeredDSS WEALTH MANAGEMENT, INC.

275 WIREGRASS PARKWAY, WEST HENRIETTA, NY 14586CRD# 2152852Firm CRD# 314640

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Lew · WEST HENRIETTA, NY

Registration

CRD #2152852 · DSS WEALTH MANAGEMENT, INC. · 3 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DSS WEALTH MANAGEMENT, INC.

AMERICAFIRST WEALTH MANAGEMENT, INC.

May 2025 – Aug 2025

Darien, CT

AMERICAFIRST WEALTH MANAGEMENT, INC.

Aug 2023 – Dec 2024

Darien, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · August 2, 2023

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMERICAFIRST WEALTH MANAGEMENT, INC.

CRD 314640 · SEC 801-121671

AUM

$26M

Regulatory assets under management

Employees

1 client accounts

Services offered by AMERICAFIRST WEALTH MANAGEMENT, INC.

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at AMERICAFIRST WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Daniel Lew offer?

Daniel Lew specializes in Investment Management, Fee-Only Advisory.

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, last registered with DSS WEALTH MANAGEMENT, INC..

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.

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