Daniel Kursman is a registered investment advisor, based in New York, NY, with 6 years of industry experience.
Location
225 Liberty St, 11th Floor, New York, NY, 10281
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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.
Learn about disclosures →Employment History
Current Registrations
Invesco Distributors, INC.Broker
June 2021 - Present · 5 yrs 1 mo
Invesco Advisers, INC.
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
PNC Capital Advisors LLC
July 2020 - May 2021 · 10 mos
PNC Capital Markets LLCBroker
April 2020 - May 2021 · 1 yr 1 mo
PNC Funds Distributor, LLCBroker
May 2019 - December 2019 · 7 mos
State Registrations1 state
TX
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.