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Daniel Peris

Federated Investment Counseling

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About Daniel Peris

Daniel Peris is a registered investment advisor representative associated with Federated Investment Counseling in Pittsburgh, Pennsylvania. Daniel has been in the industry since August 2002. He has a state registration in Pennsylvania and is also registered in Puerto Rico and Texas. Daniel has worked at Federated Hermes, Inc. and Federated Investment Counseling. Daniel also owns and operates a business called Peris Property Group. He is the author of several books. Daniel specializes in providing investment advisory services and portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Daniel Peris is currently registered with Federated Investment Counseling. Federated Investment Counseling is an investment advisor located in Pittsburgh, PA with approximately $185.45 billion in assets under management. They provide portfolio management for individuals, businesses, pooled investment vehicles, and offer model portfolios and asset allocation recommendations. Their clients include insurance companies, charitable organizations, high net worth individuals, other investment advisors, pooled investment vehicles, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
Federated Investment Counseling

1001 LIBERTY AVENUE

PITTSBURGH, PA 15222-3779

$185.45B

Assets Under Management

52

Total Clients

38

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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adviser also provides model portfolios and asset allocation recommendations and periodic updates to them.

Adviser also provides model portfolios and asset allocation recommendations and periodic updates to them.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Daniel Peris’s Registration & Firm History

PA

01/02/2008 - Present

Federated Investment Counseling (PITTSBURGH PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Peris.
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