DC
CFP
DC
CFP
Daniel Cuddy is a CFP-designated registered investment advisor, based in Auburn, NY, with 33 years of industry experience.
Location
7 William Street, Auburn, NY, 13021
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Regulatory History (2)
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Customer Dispute
June 2022Settled
Regulatory
July 2007Final
Other Business ActivitiesSells Insurance
Daniel is a board member for Champions for Life and runs two accounting/tax preparation businesses, Daniel R. Cuddy, CPA, LLC and Cuddy Financial Services, dedicating about half of his time to each. He also offers insurance products as a personal financial representative under Avantax Insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
July 2021 - September 2025 · 4 yrs 2 mos
Avantax Investment Services, INC.Broker
November 1992 - September 2025 · 32 yrs 10 mos
State Registrations26 states
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AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.