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Daniel Joseph Rocco

PNC Investments

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About Daniel Joseph Rocco

Daniel Rocco is a financial advisor with PNC Investments. He is based in Bethel Park, PA. Daniel has been a financial advisor for over 18 years. He has passed the Series 7, Series 63, Series 66, and SIE exams. Daniel has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. He is registered to offer investment advice in 12 states. He specializes in portfolio management for individuals and businesses.

Firm Information

Daniel Rocco 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 Rocco’s Registration & Firm History

PA

08/14/2014 - Present

PNC Investments (BETHEL PARK PA)

OH

11/05/2007 - 11/13/2009

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

PA

02/03/2005 - 08/16/2007

WADDELL & REED, INC. (PITTSBURGH PA)

MO

07/07/2004 - 12/02/2004

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 08/04/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/09/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel Joseph Rocco. Review regulatory record here.
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