Daniel Koller
Daniel Koller is a registered investment advisor at Cetera Investment Advisers LLC, based in Pittsburgh, PA, with 39 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
340 4th Avenue, Pittsburgh, PA, 15222
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a board member of The Pittsburgh Project, a community development 501(c)3 organization, and a board member for BSA Laurel Highlands Council. He spends a few hours per week on each activity, focusing on fundraising, building projects, and ensuring proper function and compliance.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
PNC Investments
PNC InvestmentsBroker
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
PNC Brokerage CORPBroker
PNC Securities CORPBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Blinder, Robinson & Co.,inc.Broker
State Registrations12 states
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