Daniel O'connor is a registered investment advisor at PNC Capital Advisors LLC, based in Boston, MA, with 30 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 238 clients with $51B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.25% |
| $50.0M - $100.0M | 0.20% |
| $100M+ | 0.18% |
Schedule reflects intermediate aggregate and core strategies. Other strategies have different schedules ranging from 0.15% to 0.35%. Fees may be negotiated on a case-by-case basis.
Fee Estimator
Location
2 International Place, Suite 29, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
PNC Capital Advisors LLC
PNC Capital Markets LLCBroker
Previous Registrations
Palmetto Advisory Group, LLCBroker
Morgan Stanley Distribution, INC.Broker
Blackrock Investments, LLCBroker
Mfs Fund Distributors, INC.Broker
State Street Research Investment Services, INC.Broker
State Street Research Investment Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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