Daniel McAuliffe

Daniel McAuliffe

Registered Representative

Office: (518) 373-7371
Fax: (518) 373-7373
E-mail:

Website: Visit my web site!

 

Dan McAuliffe has been a Financial Advisor since 2010.

Dan graduated from The Canisius College Wehle School of Business with a Bachelor’s Degree in Management and a minor in International Business.  Prior to joining our team, Dan worked with Paulson Investments Company, LLC where he focused on positioning publicly traded equities and venture capital opportunities for accredited investors.

Dan has achieved various advanced certifications and licenses in his field including:

  • Certificate of completion of the CFP® Certification Professional Education Program from The College for Financial Planning;
  • Retirement Planning Specialist designation from The Wharton School of Business;
  • Asset Allocation and Wealth Management Strategies certification from Harvard University;
  • Bloomberg Terminal certification;
  • Series 7, Series 63, and Series 65 licenses.

Dan explains, “I provide unique strategies customized to the needs of the client.  My goal is to be the client's primary source of financial advice by using the nearly unlimited resources at my disposal through our many financial partners.  I concentrate on developing long term relationships through a commitment to high quality customer service.  Clients can rely on our team’s approach to personalized advice, first-class solutions, and extensive wealth management experience.”

Dan believes in giving back to the community.  He currently works with and supports various nonprofits including, CAPTAIN, The United Way, Buffalo Olmstead Parks Conservancy, Capital City Rescue Mission, The Buffalo Zoo Foundation, the Erie County SPCA, The Buffalo Squash and Racquet Association and the Saturn Club Historic Preservation Foundation.  He also sits on the board of directors for multiple nonprofit organizations in Western New York. 

Dan resides in Buffalo’s Parkside neighborhood with his wife Elizabeth and their son Daniel and daughter Wynne.  In addition, Dan also works out of the Rochester, Syracuse and Saratoga County office located in Clifton Park, NY, which is also his hometown.

Industry Recognitions

Order of Excalibur

Silver Eagle

Bronze Eagle

Centurion

National Leaders Corps

 

California Insurance License #: 0H83943
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

California Insurance License #: 0H83943


Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck