Daniel Kautz is a registered investment advisor, based in Williamsville, NY, with 27 years of industry experience.
Location
1967 Wehrle Dr, Suite 7, Williamsville, NY, 14221
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel uses Crump Insurance and FIG to get insurance quotes, dedicating minimal time to each. He is also an insurance agent selling fixed insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 11 mos
The Ameriflex Group
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - July 2025 · 1 yr 10 mos
Sagepoint Financial, INC.Broker
June 2023 - September 2023 · 3 mos
The Ameriflex Group
June 2023 - June 2023 · 0 mos
American Portfolios Advisors, INC
April 2009 - June 2023 · 14 yrs 2 mos
American Portfolios Financial Services, INC.Broker
October 2005 - June 2023 · 17 yrs 8 mos
AXA Advisors, LLCBroker
February 1999 - October 2005 · 6 yrs 8 mos
The Equitable Life Assurance Society of the United StatesBroker
February 1999 - January 2000 · 11 mos
State Registrations4 states
FLMINCNY
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.