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Danielle Verplank

M&T SECURITIES
BUFFALO, NY
·CRD# 7166232·3 years experience

Professional Summary

Danielle Verplank, who also goes by Danielle Ver Plank, is a registered financial advisor currently at M&T SECURITIES, INC. located in Buffalo, New York. Danielle is registered as a RR (Registered Representative) and started their career in finance in 2024. Danielle has worked at 1 firm and has passed the Series 99TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Danielle Ver Plank

Blog Corner

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

3 years in the financial services industry

Current & Past Employments

M&T SECURITIES, INC.·CRD# 17358
BD
Financial And Operations 575 Main Street, Buffalo, NY 14203
January 18, 2024 - Present

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Current Firm

MS
M&T SECURITIES, INC.

M&T DISCOUNT BROKERAGE SERVICES, INC. | M&T SECURITIES, INC.

CRD#: 17358 / SEC#: 8-35185
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Contact Information

Main Address

1 Light Street Suite 2000, Buffalo, NY 14202

Mailing Address

1 Light Street, Baltimore, MD 21202

Phone Number

(410) 244-4307

Established

New York since 11/13/1985

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

# of Employees

901

FINRA licenses (24 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
M&T BANK CORPORATIONSHAREHOLDER—
BRETT, MICHELLE THERESEDIRECTOR7965730
COLLINS, ATWOOD IIIDIRECTOR5634496
DETTMANN, BRIAN JOHNDIRECTOR4659106
GIORGIO, HUGH EVANSDIRECTOR7535939
HOGAN, PAUL JOSEPHDIRECTOR2849151
JENNINGS, RACHEL MENNDIRECTOR3265541
PETRUS, TANYA MARIEPRINCIPAL FINANCIAL OFFICER/FINOP4848556
REILLY, MICHAEL MACKAYDIRECTOR4575618
REMORENKO, ALEXSANDRAPRESIDENT5699601
REMORENKO, ALEXSANDRACHIEF COMPLIANCE OFFICER5699601

Disclosures

Regulatory Event

6

Arbitration

1

Bond

1

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 99TO — Operations Professional Examination

Passed Jan 2024About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2023About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Danielle Verplank's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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