Daniel Walter Pawlishyn
Investment adviser representative at Truist Advisory Services, Inc.
11 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 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.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Truist Advisory Services, Inc.Jul 2026 to now
- Truiast Advisory Services, IncJun 2026 to now
- Truist Investment Services, IncJun 2026 to now
- The Vanguard Group, Inc.Nov 2021 to Jun 2026
- The Bucks ClubAug 2021 to Nov 2021
- CuratedMar 2021 to Jun 2026
- UnemployedAug 2020 to Mar 2021
- Fred Beans SubaruNov 2015 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 7461497
- Firm CRD
- 283390