Daniel Gleyze (CRD# 7797885) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Sewickley (wexford), PA and has 1 year of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Janney Montgomery Scott LLC | Wexford, PA | Feb 2024 - Current | < 1 |
| Janney Montgomery Scott LLC | Sewickley, PA | Aug 2023 - Feb 2024 | < 1 |
| Ernst & Young | Pittsburgh, PA | Sep 2020 - Aug 2023 | 2 |
| Studying For Exams | Pittsburgh, PA | May 2020 - Sep 2020 | < 1 |
| Duquesne University | Pittsburgh, PA | Aug 2019 - May 2020 | < 1 |
| Studying For Exams | Pittsburgh, PA | May 2019 - Aug 2019 | < 1 |
| Penn State University | University Park, PA | Aug 2018 - May 2019 | < 1 |
| Nvr Mortgage Finance Inc. | Pittsburgh, PA | May 2018 - Aug 2018 | < 1 |
| Penn State University | University Park, PA | Aug 2017 - May 2018 | < 1 |
| Prodigo Solutions | Cranberry Township, PA | May 2017 - Aug 2017 | < 1 |
| Penn State University | University Park, PA | Aug 2016 - May 2017 | < 1 |
| North Park Driving Range | Wexford, PA | May 2016 - Aug 2016 | < 1 |
| Penn State University | University Park, PA | Aug 2015 - May 2016 | < 1 |
| North Park Driving Range | Wexford, PA | Apr 2015 - Aug 2015 | < 1 |
| Pine-richland High School | Gibsonia, PA | Aug 2014 - Jun 2015 | < 1 |
| North Park Driving Range | Wexford, PA | Apr 2014 - Oct 2014 | < 1 |
| Pine-richland High School | Gibsonia, PA | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
| S63 | Uniform Securities State Law Examination | Dec 2023 |
- PA
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Total Assets Under Management85,895MILLIONS
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Total Number of Accounts226,034ACCOUNTS
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Average Account Value$380,010
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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