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Daniel Alexander Bernstein

PNC Investments

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About Daniel Alexander Bernstein

Daniel Alexander Bernstein is a financial advisor with PNC Investments. Daniel has been in the securities industry since 2007, and is registered in 16 states. Daniel has a diverse background in financial services. Daniel has been with PNC Investments since 2008 and has previously worked for Morgan Stanley & Co. Incorporated and PRUCO Securities, LLC.

Firm Information

Daniel Bernstein is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Bernstein’s Registration & Firm History

MD

09/25/2008 - Present

PNC Investments (WESTMINSTER MD)

MD

06/06/2007 - 05/20/2008

MORGAN STANLEY & CO. INCORPORATED (BALTIMORE MD)

NJ

02/09/2007 - 03/28/2007

PRUCO SECURITIES, LLC. (NEWARK NJ)

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Licenses & Designations

IA

Issued 07/02/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/05/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 06/05/2007

Series 7 - General Securities Representative Examination

BC

Issued 01/30/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Alexander Bernstein.
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