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Daniel Alexander Bernstein

Pnc Wealth Management LLC

Sykesville, MD

Finksburg, MD

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Current Employers
Pnc Wealth Management Llc

300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2008-09-25
  • MD RA
    APPROVED
    Since 2008-09-25

Branch Locations

1350 Liberty Road, Sykesville, MD 21784 • United States

2926 Baltimore Blvd, Finksburg, MD 21048 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Baltimore MD 09/2008 Present
  • 09/2008 → Present
    Pnc Investments
    Baltimore, MD
Previous Registrations
  • 2007-08-28 → 2008-05-20
    Morgan Stanley & Co. Llc
    Baltimore, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-07-02
S63 Uniform Securities Agent State Law Examination 2007-03-05
  • S65 Uniform Investment Adviser Law Examination
    2007-07-02
  • S63 Uniform Securities Agent State Law Examination
    2007-03-05
Other Names
  • Daniel Bernstein

View on SEC IAPD

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Other Offices

WELSH FINANCIAL & ACCOUNTING SERVICES,LLC · SYKESVILLE, MD
PFS INVESTMENTS INC. · ELDERSBURG, MD
PFS INVESTMENTS INC. · ELDERSBURG, MD
WELLS FARGO CLEARING SERVICES, LLC · ELDERSBURG, MD
EDWARD JONES · ELDERSBURG, MD
LPL FINANCIAL LLC · ELDERSBURG, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · Finksburg, MD
LPL ENTERPRISE, LLC · ELDERSBURG, MD

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