Daniel A. Engel

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-03-31
PA	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

Branch Locations

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

Organization	City	State	From	To
Pnc Bank	Malvern	PA	04/2013	03/2017
Pnc Investments Llc	Malvern	PA	04/2013	03/2017
Td Ameritrade	Radnor	PA	03/2017	09/2018
Wells Fargo Bank, Na	Wayne	PA	09/2018	05/2020
Wells Fargo Clearing Services, Llc	Wayne	PA	10/2018	05/2020
Fidelity Investments	Princeton	NJ	06/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

2020-07-08 → 2025-03-31

Fidelity Personal And Workplace Advisors

Princeton, NJ
2018-10-26 → 2020-06-23

Wells Fargo Clearing Services, Llc

Wayne, PA

Radnor, PA
2017-03-15 → 2018-09-27

Td Ameritrade, Inc.

Radnor, PA
2017-03-15 → 2018-09-27

Td Ameritrade Investment Management, Llc

Radnor, PA
2013-05-08 → 2017-03-01

Pnc Wealth Management Llc

King Of Prussia, PA

Malvern, PA

Hilton Head Island, SC

Mount Holly, NJ

Berwyn, PA

Mount Holly, NJ

Berwyn, PA
2011-01-24 → 2011-11-07

Morgan Stanley

Philadelphia, PA

Philadelphia, PA

Bryn Mawr, PA
2010-01-05 → 2010-08-23

Fsc Securities Corporation

Malvern, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-12-09