Daniel Kursman
Financial advisor at Invesco Advisers, Inc. · New York, NY
Last updated 2026-10-10
Claim your profileDaniel Kursman is a financial advisor at Invesco Advisers, Inc. in New York, NY, CRD 7086651. Licenses and exams on the registration: Series 66. IAPD registration began 2020-07-31.
Registration
- CRD number
- 7086651
- Registration status
- Active
- IAPD registration
- 2020-07-31
- Industry Experience
- 6 years
- Work Experience
- 11 years
- States registered
- TX
Licenses and exams
- Series 66
Work history
- 2015-06 to 2021-05 · PNC Capital Advisors, LLC · Dallas, TX
- 2019-05 to 2020-04 · PNC Funds Distributor, LLC · Dallas, TX
- 2020-04 to 2021-05 · PNC Capital Markets, LLC · Pittsburgh, PA
- 2020-04 to 2021-05 · PNC Bank · Pittsburgh, PA
- 2021-05 to Present · Invesco · New York, NY
Current employment
- Invesco Advisers, Inc. · Atlanta, GA
Invesco Advisers, Inc.
- Regulatory AUM
- $749,518,786,407
- Registered advisors
- 193
- Offices
- 96
- Clients per advisor
- 427.5 (Very high)
- Average AUM per client
- $9.1M (Moderate)
- High-net-worth client ratio
- 0.0% (Low)
Invesco Advisers, Inc.: advisors, services and reported ETF investments
About
Daniel Kursman is a financial advisor at Invesco Advisers, Inc. in New York, NY. Reported securities licenses include Series 66. The latest record indicates 6 years of industry experience and 11 years of reported work history. Reported roles include Invesco, PNC Capital Markets, LLC, PNC Bank, PNC Capital Advisors, LLC.
Invesco Advisers, Inc.'s firm-level Form ADV reports 193 advisors across 96 offices; approximately 427.5 clients per advisor, average assets per client of $9,085,296, and regulatory AUM of $749.5B; client categories including Banking or thrift institutions, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Other Advisory Service.
What this firm offers
Filed by Invesco Advisers, Inc. on Form ADV.
Client services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Performance-Based Fees
Business and affiliations
- Commodity Pool Operator or Trading Advisor
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Trust Company
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
225 Liberty St, New York, NY 10281
5 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 404-892-0896
- Website: invesco.com/inreit
- Youtube
Official record
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