Daniel John King
Investment adviser representative at Osaic Institutions, Inc.
17 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Osaic Institutions, Inc.Nov 2021 to now
- Infinex Investments, Inc.Nov 2021 to now
- First Commonwealth BankSep 2021 to now
- Noble NewbornJan 2020 to Sep 2021
- Citizens Securities Inc.Jul 2018 to Jan 2020
- Citizens BankSep 2009 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 5649900
- Firm CRD
- 35371