Daniel Scott, financial advisor Crawfordsville IN
90 score

Daniel Scott

CRD Number: 5946077
Current Firm: Pnc Investments

Daniel Scott (CRD# 5946077) is an Investment Advisor Representative working at Pnc Investments in Crawfordsville, IN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Crawfordsville, IN Oct 2013 - Current 3
Pnc Bank Crawfordsville, IN Oct 2013 - Current 3
W&s Brokerage Services Cincinnati, IN Mar 2012 - Oct 2013 1
Western Souther Life Lafayette, IN Dec 2010 - Oct 2013 2
W&s Brokerage Services Cincinnati, OH Jun 2011 - Jan 2012 < 1
Applebee's West Lafayette, IN Mar 2003 - Dec 2010 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Daniel M. Scott
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, 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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