Daniel
Mccurry

Pwa Wealth Management

CRD#4932677
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Daniel Mccurry is a certified financial planner who works out of Pittsburgh, Pennsylvania, who has been in the industry for 13 years. Mccurry works at Pwa Wealth Management. Over the course of their career, they have held roles at Private Wealth Advisors, Inc and Pwa Securities, Inc. Mccurry has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California, Texas and Pennsylvania. Pwa Wealth Management is a company operating out of Pittsburgh, Pennsylvania. The investment advisory business has offices in three locations and a total of 12 people on staff. It controls $660 million in assets between its 2,129 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm advises 12 charitable organizations. Of its 2,129 customer accounts, just 5% are associated with high-net-worth clients who have greater than $1 million in assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Financial management fee schedules typically vary depending on which services the firm provides the client. Fee types billed by Pwa Wealth Management most likely consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

4900 Perry Highway Suite 300
Pittsburgh, PA 15229

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Pwa Wealth Management Brokerage Details

Total Assets Under Management

$649,485,152

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

15

PA Average: 41
Total Number of Accounts

2,320

PA Average: 3,342
Average Account Size

$279,950

PA Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Other

Daniel Mccurry Work History

Daniel has 13 years of experience.

2007 - Present (12 years)

Pwa Securities, Inc

2005 - Present (14 years)

Private Wealth Advisors, Inc

Disclosures

Daniel Mccurry has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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