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Daniel Syron

11 Years of Experience
Hanover, PA
Broker

Daniel Syron is a registered investment advisor at PNC Wealth Management, based in Hanover, PA, with 11 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities. Their firm serves 157,536 clients with $27B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1116 advisors
Number of Clients
157,536 clients
Average Client Portfolio
$168K average
Assets Under Management
$26.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $4.0M1.00%
$4M+1.00%

Fees negotiable for accounts over $4,000,000. From time-to-time, we offer discounted pricing programs at our discretion. For example, current employees of PNCWM and their immediate family members are eligible for employee pricing.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1416 Baltimore Street, Hanover, PA, 17331

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Daniel is a board member of The Arc of York & Adams Counties since 2012. This is a non-investment related activity and requires minimal time.

Employment History
Current Registrations
PNC Wealth Management
February 2017 - Present · 9 yrs 3 mos
PNC Wealth Management LLCBroker
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
June 2014 - August 2015 · 1 yr 2 mos
Wells Fargo Advisors, LLC
May 2014 - August 2015 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2011 - January 2013 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2011 - January 2013 · 1 yr 2 mos
State Registrations5 states
CAFLMDPASC
AdvisorBrokerBoth

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
No exam information available for this advisor.
Daniel Syron - Financial Advisor | TrueAdvisor