Daniel Polachek is a registered investment advisor, based in Northhampton, MA, with 3 years of industry experience.
Location
335 South Street, Northhampton, MA, 01061
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is the president of Northampton Wrestling Inc, CEO of Daniel W Polachek PC (an accounting and tax practice), a partner at Peak Advisor Group (a wealth management firm), and co-trustee of a family trust. Daniel spends nearly full-time hours at his accounting and tax practice and full-time hours at the wealth management firm.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations8 states
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