Daniel W O'connor
Investment adviser representative at PNC Capital Advisors LLC
10 yearsExperience
1 stateRegistered in
$50.9BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- PNC Capital Advisors LLCMar 2026 to now
- PNC Capital Markets, LLCApr 2025 to now
- Palmetto Advisory GroupApr 2021 to Apr 2025
- UnemployedApr 2019 to Apr 2021
- Morgan Stanley Distribution, Inc.Apr 2016 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
PNC Capital Advisors LLC
$50.9BAssets managed
238Clients
17Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2263912
- Firm CRD
- 151829