UBS Financial Services
47yrs
Top advisor by experience in Phoenix
9yrs
Daniel Friedlander
Financial advisor at PNC Wealth Management
Daniel Friedlander is a fiduciary financial advisor in Phoenix, Arizona, with 9 years in the industry. After a year at PNC Managed Account Solutions and two years at Northwestern Mutual Investment Services, Daniel joined PNC Wealth Management in 2021, a firm offering investment management and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 1701 advisors with offices in Phoenix, and one of 1591 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office3003 North Central Avenue, Suite 100, Phoenix, AZ 85012
How the firm is paid ?Percent of assets
Typical client at the firm ?$182,752
Advisors at the firm1,165
States licensed ?1 state
Services through PNC Wealth Management
Investment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
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.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowPNC Wealth Management LLCCurrent firm
- Jan 2021 – Aug 2021PNC Managed Account Solutions, Inc.Previously
- Apr 2019 – Dec 2020Northwestern Mutual Investment Services, LLCPreviously
- Jul 2017 – Nov 2018MerrillPreviously
Contact Daniel
(800) 762-6111Firm headquarters in Pittsburgh, PA. Ask for Daniel. 3003 North Central Avenue, Suite 100Phoenix, AZ 85012Office · Get directions LinkedIn pagePNC Wealth Management
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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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 PNC Wealth Management at (800) 762-6111 and ask for Daniel Friedlander. Daniel works from the Phoenix, AZ office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
PNC Wealth Management reports being paid by a percentage of the assets they manage. 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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