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Daniel Spencer Pereira

HWA Financial Group

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About Daniel Spencer Pereira

Daniel Pereira is a financial advisor with HWA Financial Group. Daniel is a Certified Financial Planner™ professional with experience in financial planning, investment advisory, and consulting. Daniel has provided financial planning and advisory services to individuals, families, and businesses for over eight years. Daniel is registered with the state of Maryland as an Investment Advisor Representative. Daniel has also passed the Series 7 and Series 66 exams.

Firm Information

Daniel Pereira is currently registered with HWA Financial Group. HWA Financial Group is an investment advisor registered with the SEC. They provide financial planning, portfolio management, and consulting services. The firm manages approximately $218,673,282 in assets for 492 clients, primarily individuals, corporations, and charitable organizations. Their main office is located in Ellicott City, MD.
HWA Financial Group

3448 ELLICOTT CENTER DRIVE, SUITE 101

ELLICOTT CITY, MD 21043

$218.67M

Assets Under Management

7

Total Clients

3

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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consulting

Consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Daniel Pereira’s Registration & Firm History

MD

11/28/2023 - Present

HWA Financial Group (ELLICOTT CITY MD)

VA

08/22/2023 - 11/27/2023

SIGNATURE ESTATE SECURITIES, INC. (Tysons VA)

VA

06/26/2023 - 08/24/2023

OSAIC WEALTH, INC. (TYSONS CORNER VA)

MD

08/24/2015 - 02/18/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FREDERICK MD)

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Licenses & Designations

BOTH

Issued 10/02/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Spencer Pereira.
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