Robert W. Baird & Co.
47yrs
Top advisor by experience in Pittsburgh
20yrs
Daniel Peris
Financial advisor at Federated Investment Counseling
Based in Pittsburgh, Pennsylvania, Daniel Peris is a financial advisor with 20 years of industry experience. Daniel has been with Federated Investment Counseling since 2007. Federated Investment Counseling offers investment management, private fund management, and educational workshops and is paid through a percentage of assets and performance-based fees.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 60% of advisors nationwide
Office1001 Liberty Ave, Pittsburgh, PA 15222
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$581,646
Advisors at the firm242
States licensed ?2 states
Services through Federated Investment Counseling
Investment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2007 – nowFederated Investment CounselingCurrent firm
Contact Daniel
(412) 288-1900Federated Investment Counseling main office 1001 Liberty AvePittsburgh, PA 15222Office · Get directions LinkedIn pageFederated Investment Counseling
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Federated Investment Counseling at (412) 288-1900 and ask for Daniel Peris. Daniel works from the Pittsburgh, PA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2007, about 20 years. More experience than 60% of advisors nationwide.
What licenses does Daniel hold?
No exams are listed on the official record.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
Federated Investment Counseling reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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