Daniel Lee Polachek

Current Employers

Employment History

• 09/2022 → 01/2023
  Daniel W. Polachek, P.C.
  Northampton, MA
• 09/2022 → 09/2025
  Avantax Investment Services Inc.
  Northampton, MA
• 09/2022 → 09/2025
  Avantax Advisory Services
  Northampton, MA
• 01/2015 → Present
  Northampton Wrestling Inc.
  Florence, MA
• 01/2007 → Present
  Daniel W Polachek Pc
  Northampton, MA
• 06/2023 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Northampton, MA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Northampton, MA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-12-21 → 2025-09-05
  Avantax Advisory Services
  Northhampton, MA

Other Businesses

1) NORTHAMPTON WRESTLING INC POSITION: President NATURE: Assistance with the operation of the organization. Providing opportunities for the youth to compete and train in the sport of wrestling. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/30/2015 808 Florence rd, Florence MA 01062, Manage the organization to remain compliant with federal and state guidelines. Help with organizing fundraising, support for the local high school team. 2) DANIEL W POLACHEK PC POSITION: Chief Executive Officer NATURE: CPA -accounting & tax practice tax preparation tax client meeting bookkeeping/write up tax projections/planning client contacts INVESTMENT RELATED: No NUMBER OF HOURS: 280 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2007; 335 South St, Northampton MA 01061, operating the accounting day to day tax preparation financial statement preparation payroll report preparation write up & bookkeeping 3) PEAK ADVISOR GROUP POSITION: Partner NATURE: Full-Service wealth management firm affiliated with our broker dealer Avantax INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/17/2023 ADDRESS: 335 South Street, PO Box 234, Northampton MA 01061, United States DESCRIPTION: Operating Investment Advisory Services Company. Financial Planning Investment Advisory Wealth Management Retirement Planning 4) REV IND TR OF DANIEL W POLACHEK POSITION: CO TRUSTEE NATURE: CO TRUSTEE OF MY FATHERS TRUST INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/18/2023 ADDRESS: 95 JACKSON ST, NORTHAMPTON MA 01060, United States DESCRIPTION: MANGAGE TRUST PROPERTY ACCORDING TO TRUST DOCUMENTS

Exams

• S66 Uniform Combined State Law Examination
  2022-12-21

Other Names

• Daniel L Polachek
• Daniel Polachek