Daniel Peris
Investment adviser representative at Federated Investment Counseling
24 yearsExperience
3 statesRegistered in
$207.2BFirm assets
37 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- Federated Investment CounselingFeb 2007 to now
- Federated Hermes, Inc.Aug 2002 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (PA, PR, TX).
Federated Investment Counseling
$207.2BAssets managed
8,721Clients
35Advisers
37 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
- 3215333
- Firm CRD
- 105325