B. Riley Wealth Advisors
46yrs
Top advisor by experience in Buffalo
16yrs
Daniel Schmidt
Full name on record: Daniel J Schmidt
Financial advisor at State Farm Investment Management
Based in Buffalo, New York, Daniel Schmidt is a fiduciary financial advisor with 16 years of industry experience. Daniel joined State Farm Investment Management in 2025, a firm offering investment management. State Farm Investment Management reports being paid through a percentage of assets.
One of 385 advisors with offices in Buffalo, and one of 327 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 61% of advisors at State Farm Investment Management
Office615 Elmwood Ave, Buffalo, NY 14222
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
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
- Aug 2025 – nowState Farm Investment Management Corp.Current firm
Contact Daniel
Local office(716) 783-9460Ask for Daniel. (800) 447-0740Main office · Bloomington, IL 615 Elmwood AveBuffalo, NY 14222Office · Get directions
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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?
- 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
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About Daniel
How do I contact Daniel?
Call Daniel’s local office at (716) 783-9460 or the State Farm Investment Management main office at (800) 447-0740, and ask for Daniel Schmidt.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2010, about 16 years. More experience than 61% of advisors at State Farm Investment Management.
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?
State Farm Investment Management reports being paid by a percentage of the assets they manage. 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.
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