Erik Daly, financial advisor Baltimore MD
90 score

Erik Daly

CRD Number: 2977697
Current Firm: Pnc Capital Advisors LLC

Erik Daly (CRD# 2977697) is an Investment Advisor Representative working at Pnc Capital Advisors LLC in Baltimore, MD and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Funds Distributor, LLC Baltimore, MD Sep 2012 - Current 4
Pnc Capital Advisors, LLC Baltimore, MD Apr 2006 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Erik P. Daly
Phone Number: 410-237-5683
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    41,592
    MILLIONS
  • Total Number of Accounts
    10,692
    ACCOUNTS
  • Average Account Value
    $3,890,056
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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