Daniel Joseph Picinich

Employer firm

Private Wealth Management, LLC CRD 282801

$72.0M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → Present
  Private Wealth Management, Llc
  Chester Springs, PA

Previous Registrations

• 2013-05-15 → 2016-01-25
  Charles Schwab & Co., Inc.
  Allentown, PA
  Wayne, PA
• 2004-01-01 → 2004-02-19
  Pnc Wealth Management Llc
  Haddonfield, NJ
• 2003-12-10 → 2004-01-01
  J.J.B. Hilliard, W.L. Lyons, Llc
  Haddonfield, NJ

Other Businesses

02/01/17 - Eagle Tax Service, LLC, Investment Related, 257 W. Uwchlan Ave, Suite 230 Downingtown, PA 19335, Owner - Tax preparation and filing. Some tax planning as needed, 10hrs per week

Exams

• S66 Uniform Combined State Law Examination
  2001-03-09

Designations

• Certified Financial Planner