linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Bradley Dolin

PNC Investments

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Bradley Dolin

Daniel Bradley Dolin is a financial advisor with PNC Investments. Daniel is a registered representative with over 20 years of experience in the financial services industry. Daniel has also held previous roles with other firms including NATCITY INVESTMENTS, INC., THE HUNTINGTON INVESTMENT COMPANY, and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Daniel holds a Series 63, Series 66, Series 7, Series 24, Series 4, and Series 53 licenses. Daniel provides investment advisory and financial planning services to individual and institutional clients.

Firm Information

Daniel Dolin 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Dolin’s Registration & Firm History

OH

08/26/2013 - Present

PNC Investments (CLEVELAND OH)

OH

06/14/2004 - 11/13/2009

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

OH

01/17/2003 - 04/21/2004

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

MN

11/12/2001 - 12/03/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

11/12/2001 - 12/03/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Daniel Bradley Dolin is right for you?

Licenses & Designations

BOTH

Issued 08/25/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/29/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/06/2009

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/03/2006

Series 4 - Registered Options Principal Examination

BC

Issued 01/30/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel Bradley Dolin. Review regulatory record here.
Not sure if Daniel Bradley Dolin is right for you?