Daniel Kursman

Financial advisor at Invesco Advisers, Inc. · New York, NY

Last updated 2026-10-10

Claim your profile

Daniel 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

SEC IAPD record for Daniel Kursman

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.

Invesco Advisers office in New York, NY

Open in Google Maps

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Daniel Kursman?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.