Pwa Wealth Management
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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
Years of Experience
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Pwa Wealth Management Brokerage Details
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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
Daniel Mccurry Work History
Daniel has 13 years of experience.
Pwa Securities, Inc
Private Wealth Advisors, Inc
Daniel Mccurry has no disclosures.
Please visit their SEC profile for more details.