Jeffrey A Husarek
Investment adviser representative at Buffalo First Wealth Management, LLC
24 yearsExperience
1 stateRegistered in
$91.7MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Buffalo First Wealth Management, LLCJan 2021 to now
- Equitable Advisors, LLCApr 2020 to Nov 2020
- Alliance AdvisorsJan 2020 to Apr 2020
- Cominbined InsuranceMar 2002 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Buffalo First Wealth Management, LLC
$91.7MAssets managed
583Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7219161
- Firm CRD
- 168937