Donald Puff
Donald Puff is a registered investment advisor at Djpuff Advisors Group, INC., based in Camillus, NY, with 43 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $6.4M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
202 Kasson Rd, Camillus, NY, 13031
Get directionsHistory
Regulatory History (1)
Criminal
April 1973Other Business ActivitiesSells Insurance
Donald is a general agent/sole proprietor involved in insurance sales, including life, health, long-term care insurance, and fixed annuities. These activities, conducted through D J Puff Advisor's Group, take a few hours per week.
Employment History
Current Registrations
Djpuff Advisors Group, INC.
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Pmg Securities CorporationBroker
Legend Equities CorporationBroker
Legend Capital CorporationBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.