James Daniello, financial advisor Pittsburgh PA
96 score

James Daniello

CRD Number: 3121084
Current Firm: Advice And Planning Services

James Daniello (CRD# 3121084) is an Investment Advisor Representative working at Advice And Planning Services in Pittsburgh, PA and has over 14 years of experience in the finance industry. James Daniello has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Pittsburgh, PA Nov 2012 - Current 4
Tiaa Pittsburgh, PA Nov 2012 - Current 4
Unemployed Gibsonia, PA Jul 2012 - Nov 2012 < 1
Hartford Life Distributors, LLC Wayne, PA Jan 2012 - Jul 2012 < 1
Sun Life Financial Boston, MA Apr 2009 - Jan 2012 2
Sun Life Financial Distributors, Inc. Boston, MA Apr 2009 - Jan 2012 2
Lincoln Financial Distributors, Inc. Philadelphia, PA Aug 2007 - Apr 2009 1
X-shares Securities, LLC New York, NY Nov 2006 - Sep 2007 < 1
Sammons Securities Company, LLC Ann Arbor, MI Mar 2005 - Nov 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for James A. Daniello
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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