Douglas Lafay is a registered investment advisor, based in East Concord, NY, with 25 years of industry experience.
Location
12111 Vaughn St, East Concord, NY, 14055
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Douglas is the president of Concord Wealth Management, owned by Lafay Strategies Group, Inc., dedicating full-time hours to this role. He is also the president, treasurer, and part shareholder of Lafay Strategies Group, Inc., which owns the lease on the office and equipment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Franklin Templeton Financial Services CORP.Broker
Franklin/templeton Distributors, INC.Broker
Charter One Securities, INC.Broker
M&t Securities, INC.Broker
Equity Services, INC.Broker
Citicorp Investment ServicesBroker
State Registrations14 states
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