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Daniel Gartland

WNY Asset Management, LLC

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About Daniel Gartland

Daniel Gartland is a registered representative with WNY Asset Management, LLC. Daniel has over 10 years of experience in the financial services industry. Daniel holds the Series 7, Series 66, and Series 99 licenses. Daniel provides financial planning, portfolio management, and educational seminars to individuals and businesses. Daniel previously worked for Citigroup Global Markets Inc. and Cadaret Grant & Co., Inc.

Firm Information

Daniel Gartland is currently registered with WNY Asset Management, LLC. WNY Asset Management, LLC is a registered investment advisor based in Williamsville, NY. The firm manages over $1 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. Their services include financial planning, portfolio management, and educational seminars. They have a team of 19 investment advisor representatives and 13 licensed agents.
WNY Asset Management, LLC

6500 SHERIDAN DRIVE, SUITE 200

WILLIAMSVILLE, NY 14221

$1.30B

Assets Under Management

18

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Gartland’s Registration & Firm History

NY

02/04/2022 - Present

WNY Asset Management, LLC (WILLIAMSVILLE NY)

NY

12/22/2020 - 09/03/2021

CITIGROUP GLOBAL MARKETS INC. (Getzville NY)

NY

06/07/2017 - 09/20/2019

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/08/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/12/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2017

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Gartland.
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