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Daniel Jay Cewe

PNC Investments

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About Daniel Jay Cewe

Daniel Cewe is a financial professional with over 14 years of experience in the industry. Daniel is registered as a Registered Representative (RR) with PNC Investments. Daniel holds Series 7 and Series 66 licenses and the SIE exam. Daniel is registered to provide investment advisory services in 11 states, including Arizona, Colorado, Connecticut, Delaware, Nevada, New Jersey, North Carolina, Pennsylvania, South Carolina, Texas, and Arizona. Daniel's previous employers include Citizens Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors, LLC.

Firm Information

Daniel Cewe 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 Cewe’s Registration & Firm History

NJ

11/06/2015 - Present

PNC Investments (CHERRY HILL NJ)

PA

06/27/2012 - 10/13/2015

CITIZENS SECURITIES, INC. (PHILADELPHIA PA)

PA

06/07/2010 - 06/26/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)

PA

09/15/2008 - 06/08/2010

WELLS FARGO ADVISORS, LLC (MEDIA PA)

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Licenses & Designations

BOTH

Issued 09/27/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Jay Cewe.
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