Daniel Mcdonald Wares
Investment adviser representative at RBC Private Counsel (USA) Inc.
26 yearsExperience
1 stateRegistered in
$7.9BFirm assets
28 yearsFirm in business
Are you Daniel Mcdonald Wares? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
26 years in the industry.
- RBC Private Counsel (USA) Inc.Aug 2007 to now
- RBC Dominion Securities Inc.Jun 2000 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
RBC Private Counsel (USA) Inc.
$7.9BAssets managed
5,967Clients
306Advisers
28 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
- 5689488
- Firm CRD
- 109648