Robert
Daniel

Hunter Associates LLC

CRD#2329620
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Robert Daniel is a chartered financial analyst based in Pittsburgh, Pennsylvania, who has been in the industry for 12 years. Daniel is an advisor for Hunter Associates LLC. Throughout their career, they have worked at Northwestern Mutual, Raymond James Financial, N/A and Hunter Associates. Daniel holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Hunter Associates LLC is a financial advisory company headquartered in Pittsburgh, Pennsylvania. It has a total of 10 advisors. It oversees $644 million in total assets across its 903 accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm advises nine charitable organizations. Of its 903 accounts, just 14% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees charged by Hunter Associates LLC may include asset-based and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

436 Seventh Avenue Koppers Building, Fifth Floor
Pittsburgh, PA 15219-1818

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Hunter Associates LLC Brokerage Details

Total Assets Under Management

$612,434,592

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

11

PA Average: 41
Total Number of Accounts

944

PA Average: 3,342
Average Account Size

$648,765

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
  • Other

Robert Daniel Work History

Robert has 12 years of experience.

2014 - Present (5 years)

Hunter Associates

2013 - 2013 (< 1 year)

Northwestern Mutual

2013 - 2014 (1 year)

N/A

2012 - 2013 (1 year)

N/A

2006 - 2012 (6 years)

Raymond James Financial

Disclosures

Robert Daniel has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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