Daniel
Friedlander

Pnc Investments

CRD#6752314
Investment Advisor
in Phoenix, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Daniel Friedlander is a financial advisor based in Phoenix, Arizona, working with Pnc Investments. Daniel has previously held positions at Merrill Edge, Discover Financial Services, Grand Canyon University, Safe, Apache Honda, Don Rubens, Timothy Radden, Northwestern Mutual Investment Services LLC, Bbva Usa, Bbva Securities Inc, Bbva Insurance Agency Inc, Bbva Wealth Solutions, Inc, and Pnc Investments. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Daniel is part of Pnc Investments, which operates out of Phoenix, Arizona. The firm has 572 offices and 1,475 employees. The firm manages assets totaling $23.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Pnc Investments includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

3003 North Central Avenue, Suite 100
Phoenix, AZ 85012

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Pnc Investments Brokerage Details

Total Assets Under Management

$23,895,732,856

AZ Average: $15,833,994,310
Total Number of Employees

1,475

AZ Average: 41
Total Number of Accounts

152,189

AZ Average: 3,342
Average Account Size

$157,014

AZ Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Daniel Friedlander Work History

2021 - Present (3 years)

Pnc Investments

2020 - 2021 (1 year)

Bbva Usa

2020 - 2021 (1 year)

Bbva Securities Inc

2020 - 2021 (1 year)

Bbva Insurance Agency Inc

2020 - 2021 (1 year)

Bbva Wealth Solutions, Inc

2019 - 2020 (1 year)

Timothy Radden

2019 - 2020 (1 year)

Northwestern Mutual Investment Services LLC

2017 - 2019 (2 years)

Merrill Edge

2016 - 2016 (< 1 year)

Discover Financial Services

2014 - 2016 (2 years)

Grand Canyon University

2014 - 2015 (1 year)

Safe

2014 - 2015 (1 year)

Apache Honda

2010 - 2014 (4 years)

Don Rubens

Disclosures

Please visit the SEC profile of Daniel Friedlander to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pnc Investments

Nathan Hartwig
Taylor, MI
Aja Gross
Plano, TX
Ryan Strong
Annandale, VA
Alejandro Barrera
Bel Air, MD
Sharmin Shanta
Cleveland, OH
Brian Betz
Pittsburgh, PA
Eric Robbins
Charlotte, NC
David Mudrock
Potomac, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started