Daniel Peris

Employer firm

Federated Investment Counseling CRD 105325

$207B regulatory AUM 35 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Educational seminars
• ADVISER ALSO PROVIDES MODEL PORTFOLIOS AND ASSET ALLOCATION RECOMMENDATIONS AND PERIODIC UPDATES TO THEM.

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

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

Current Employers

Employment History

• 08/2002 → Present
  Federated Hermes, Inc.
  Pittsburgh, PA
• 02/2007 → Present
  Federated Investment Counseling
  Pittsburgh, PA

Other Businesses

FROM 11/2009 TO PRESENT, MEMBER/CO-OWNER OF PPG III, LLC. FROM 5/2009 TO PRESENT, MEMBER/OWNER OF PPG II, LLC, FROM 11/2005 TO PRESENT, MEMBER/OWNER OF PERIS PROPERTY GROUP I, LLC, 5521 AYLESBORO AVE, PITTSBURGH, PA 15217. DUTIES ARE NOT INVESTMENT RELATED AND ARE NOT PERFORMED DURING TRADING HOURS. TIME SPENT IS APPOXIMATELY 3 HOUR A MONTH. FROM 8/2008 TO PRESENT, AUTHOR OF VARIOUS BOOKS WITH VARIUOS PUBLISHERS. TIME SPENT IS APPRXOMATELY LESS THAN 1 HOUR PER MONTH. DUTIES ARE NOT INVESTMENT RELATED AND COULD INTERMITTENTLY BE PERFORMED DURING TRADING HOURS.