Daniel F. Webster

Employer firm

Orchestral Financial Group Inc. CRD 144346

$14.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2018 → Present
  Webster & Dubs, P.C.
  Buffalo, NY
• 07/2009 → 03/2018
  Center For Elder Law & Justice
  Buffalo, NY
• 10/2019 → Present
  Orchestral Financial Group Inc.
  Amherst, NY

Other Businesses

Environmentally Helpful Products LLC 394 Washington Ave Kenmore, NY 14217 Co-Founder, Co-Owner Founded July 2007 Not investment related very little time devoted to this business

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-30