Donald Buckley is a CFP-designated registered investment advisor, based in Williamsville, NY, with 17 years of industry experience.
Location
1967 Wehrle Dr., Ste. 7, Williamsville, NY, 14221
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Regulatory History
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
Donald is an associate attorney, a notary public, a life, accident, and health insurance agent, and an investment advisor representative. He also co-owns a tax preparation service and is a PIC for Kautz Buckley Independent Wealth Management LLC, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Metlife Securities INC.Broker
Next Financial Group, INC.Broker
Aig Retirement Advisors, INC.Broker
State Registrations20 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.