Morgan Stanley
47yrs
Top advisor by experience in Syracuse
16yrs
Daniel Duffy is a fiduciary financial advisor in Syracuse, New York, with 16 years in the industry. After five years at Leigh Baldwin & CO. and five years at Cadaret, Grant & CO., Daniel joined LPL Enterprise in 2026, a firm offering financial planning, investment management, and educational workshops. LPL Enterprise reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 501 advisors with offices in Syracuse, and one of 420 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 61% of advisors at LPL Enterprise
Office2717 Bellevue Ave Suite 6, Syracuse, NY 13219
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?2 states
Services through LPL Enterprise
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Apr 2026 – nowLPL Enterprise, LLCCurrent firm
- 2020 – 2026Leigh Baldwin & CO., LLCPreviously
- 2016 – 2020Cadaret, Grant & CO., Inc.Previously
- 2012 – 2014LPL Financial LLCPreviously
- Apr 2011 – Jan 2012Wells Fargo Clearing Services, LLCPreviously
Contact Daniel
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Daniel. 2717 Bellevue Ave Suite 6Syracuse, NY 13219Office · Get directions Firm websitewww.lpl.com/lpl-enterprise.html
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call LPL Enterprise at (704) 733-3300 and ask for Daniel Duffy. Daniel works from the Syracuse, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2011, about 16 years. More experience than 61% of advisors at LPL Enterprise.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Lincoln Investment
46yrs
Christopher Harris
Financial advisor
General Exchange Building 3532 James Street Suite. 108
Syracuse, NY 13206
Syracuse, NY 13206
Top 1% by experience in Syracuse
Merrill
46yrs
Top 1% by experience in New York
Merrill
46yrs
Top 1% by experience in New York
Wells Fargo Advisors
44yrs
Top 1% by experience in Syracuse
RBC Capital Markets
43yrs
Top 1% by experience in Syracuse