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Daniel Paul Paley

PNC Investments

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About Daniel Paul Paley

Daniel Paley is a financial advisor based in Marietta, GA. Daniel has been in the industry since 2002 and is currently registered with PNC Investments. Daniel previously worked at WELLS FARGO ADVISORS, LLC, M HOLDINGS SECURITIES, INC., FRED ALGER & COMPANY, INCORPORATED and CIBC WORLD MARKETS CORP.. Daniel has held a variety of positions in the financial industry, including financial advisor and broker.

Firm Information

Daniel Paley 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 Paley’s Registration & Firm History

GA

03/26/2013 - Present

PNC Investments (Marietta GA)

PA

03/18/2008 - 03/12/2013

WELLS FARGO ADVISORS, LLC (MCADOO PA)

PA

02/19/2004 - 03/06/2008

M HOLDINGS SECURITIES, INC. (BETHLEHAM PA)

NY

04/29/2002 - 04/23/2003

FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)

NY

04/16/2001 - 04/15/2002

CIBC WORLD MARKETS CORP. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/09/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/19/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2002

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/11/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Paul Paley.
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