WORKBOOK DIRECTORY RECORD
Daniel Lawrence Polansky
Wealth Manager
American Portfolios Financial Services, Inc. ↗Clifton Park, New York
BACKGROUND & PLANNING FOCUS
Get to know Daniel.
The supplied broker directory lists Daniel Lawrence Polansky with American Portfolios Financial Services, Inc. in Clifton Park, New York. The recorded professional role is wealth manager. Confirm current affiliation and services directly before making contact.
- Reported firm
- American Portfolios Financial Services, Inc.
- CRD number
- 4580954
- Minimum investment
- Ask the professional
- Fees & compensation
- Confirm directly before engaging
BEFORE YOU MAKE A DECISION
Start with better questions.
- Which services and experience are most relevant to my situation?
- In what capacity would you work with me, and when would you act as a fiduciary?
- What would I pay, including commissions, product costs, and any referral fees?
- Who holds my assets, and how would we communicate and measure progress?
Check the current official record.
A directory listing is not a current registration check, endorsement, or indication that a professional is accepting clients.
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Know where the information comes from.
Imported from the supplied workbook on September 16, 2026. The original snapshot date was not specified; workbook creation metadata dates to September 2023. Treat affiliation, role and business contacts as historical until reconfirmed.
Branch city/state in supplied broker directory; current affiliation unverified
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