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Employer firm

Hunter Associates LLC CRD 30177

$1.34B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • MANAGER OF MANAGERS

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

Current Employers
Hunter Associates Llc

436 Seventh Avenue Koppers Building, 27Th Floor, Pittsburgh, PA 15219-1818 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2014-06-30
  • FL RA
    APPROVED
    Since 2014-06-30

Branch Locations

436 Seventh Avenue Koppers Building, 27Th Floor, Pittsburgh, PA 15219-1818 • U.S.A.

436 Seventh Avenue Koppers Building, 27Th Floor, Pittsburgh, PA 15219-1818 • United States

Tampa, FL • United States

436 Seventh Avenue Koppers Building, 27Th Floor, Pittsburgh, PA 15219-1818 • 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
Hunter Associates Pittsburgh PA 02/2014 Present
  • 02/2014 → Present
    Hunter Associates
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-24
  • S66 Uniform Combined State Law Examination
    2014-04-24
Designations
  • Chartered Financial Analyst
Other Names
  • Jay Daniel
  • Robert Michael Daniel
  • Robert Michael Daniel
  • Robert Michael Daniel Jr

View on SEC IAPD

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