Daniel F. Webster

ORCHESTRAL FINANCIAL GROUP

Amherst, NY 14228

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CRD#: 7424991

Professional summary

Daniel F. Webster is a registered financial advisor currently at ORCHESTRAL FINANCIAL GROUP INC. located in Amherst, New York.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Daniel has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Environmentally Helpful Products LLC 394 Washington Ave Kenmore, NY 14217 Co-Founder, Co-Owner Founded July 2007 Not investment related very little time devoted to this business

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel F. Webster's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 12, 2021 - Present

ORCHESTRAL FINANCIAL GROUP INC.

Office #1: 1404 Sweet Home Rd., Ste. 8, Amherst, NY 14228

RIA

CRD#: 144346

Amherst, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(8/12/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/30/2019

Uniform Investment Adviser Law Examination

Current Firm

ORCHESTRAL FINANCIAL GROUP INC.

ORCHESTRAL FINANCIAL GROUP INC. | ORCHESTRAL FINANCIAL GROUP, INC.

CRD#: 144346 / SEC#:

New York

Registered Investment Advisory firm - (8/16/2007 Approved)

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Contact information

Main Address

1404 Sweet Home Rd., Ste. 8, Amherst, NY 14228

Mailing Address

Phone number

(716) 691-4288

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	171
AUM (Assets Under Management)	$ 14,810,236

Red Flags

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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Daniel F. Webster

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel F. Webster's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORCHESTRAL FINANCIAL GROUP INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/30/2019

Current Firm

ORCHESTRAL FINANCIAL GROUP INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ORCHESTRAL FINANCIAL GROUP INC.

TRUST BUT VERIFY

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