Daniel Bertleff
Investment adviser representative at Landmark Wealth Management
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$679.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Landmark Wealth ManagementMay 2019 to now
- Lockport Locks & Erie Canal CruisesMay 2012 to May 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Landmark Wealth Management
Legal name: Bryant Woods Investment Advisors, LLC
$679.7MAssets managed
294Clients
5Advisers
14 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
- 7948703
- Firm CRD
- 109379