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Daniel Bertleff

Landmark Wealth Management

Getzville, NY

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Current Employers
Landmark Wealth Management

2410 North Forest Road Suite 101, Getzville, NY 14068 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-07-02
  • NY RA
    APPROVED
    Since 2024-07-02

Branch Locations

2410 North Forest Road Suite 101, Getzville, NY 14068 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Landmark Wealth Management Getzville NY 05/2019 Present
Lockport Locks & Erie Canal Cruises Lockport NY 05/2012 05/2019
  • 05/2019 → Present
    Landmark Wealth Management
    Getzville, NY
  • 05/2012 → 05/2019
    Lockport Locks & Erie Canal Cruises
    Lockport, NY
Designations

View on SEC IAPD

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BRENDA M POKOJOWCZYK-SMITH
Alexis Irene Switzer
Jason D Danheiser
SAMUEL M BRONSKY
LAWRENCE HUGH LEVIN
Benjamin William Whitford
JEFFREY J WOHLFAHRT

Other Offices

CITIGROUP GLOBAL MARKETS INC. · GETZVILLE, NY
CITIGROUP GLOBAL MARKETS INC. · GETZVILLE, NY
KEY INVESTMENT SERVICES LLC · Amherst, NY
CETERA INVESTMENT ADVISERS LLC · AMHERST, NY
MML INVESTORS SERVICES, LLC · Amherst, NY
LPL FINANCIAL LLC · EAST AMHERST, NY
PRINCIPAL SECURITIES, INC. · AMHERST, NY
AMERIPRISE FINANCIAL SERVICES, LLC · Amherst, NY

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