Robert M. Daniel

HUNTER ASSOCIATES LLC

TAMPA, FL

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CRD#: 2329620

Professional summary

Robert Michael Daniel JR, who also goes by Jay Daniel, Robert Michael Daniel, Robert Michael Daniel Jr, is a registered financial advisor currently at HUNTER ASSOCIATES LLC located in Tampa, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Robert has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jay Daniel | Robert Michael Daniel | Robert Michael Daniel Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Michael Daniel JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Robert Michael Daniel JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 30, 2014 - Present

HUNTER ASSOCIATES LLC

RIA

CRD#: 30177

TAMPA, FL

Current

March 19, 2014 - Present

HUNTER ASSOCIATES LLC

Office #1: 436 Seventh Avenue Koppers Building 27th Floor, Pittsburgh, PA, 15219-1818Office #2: 436 Seventh Avenue Koppers Building 27th Floor, Pittsburgh, PA, 15219-1818Office #3: 436 Seventh Avenue Koppers Building 27th Floor, Pittsburgh, PA, 15219-1818

RIA

CRD#: 30177

PITTSBURGH, PA

Past

April 12, 1993 - July 14, 1995

FEDERATED SECURITIES CORP.

CRD#: 5009

PITTSBURGH, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HUNTER ASSOCIATES LLC

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | HUNTER ASSOCIATES, INC. | HUNTER ASSOCIATES LLC

CRD#: 30177 / SEC#: 801-42007, 8-44779

RIA

Registered Investment Advisory firm - SEC (7/27/1992 Approved)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(5/8/2014)

IAR

Florida
(6/30/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/24/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/19/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/8/1993

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

HUNTER ASSOCIATES LLC

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | HUNTER ASSOCIATES, INC. | HUNTER ASSOCIATES LLC

CRD#: 30177 / SEC#: 801-42007, 8-44779

RIA

Registered Investment Advisory firm - SEC (7/27/1992 Approved)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

436 Seventh Avenue Koppers Building 27th Floor, Pittsburgh, PA, 15219-1818

Mailing Address

436 Seventh Avenue 27th Floor, Pittsburgh, PA, 15219

Phone number

(412) 471-4191

Established

Delaware since 01/01/2016

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (30 States and Territories)

FINRA licenses (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

2025 HUNTER ASSOCIATES FORM ADV PART 2A (3/31/2025)

2025 HUNTER ASSOCIATES FORM ADV PART 2A APPENDIX 1 (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
HUNTER ASSOCIATES HOLDINGS, LLC	MEMBER
CLARK, PATRICK JAMES	CCO	5314331
MARSHALL, BRADLEY JOHN	CFO, TREASURER, DIRECTOR	2047270
MCCULLOCH, ROBERT SPITTAL III	VICE PRESIDENT,DIRECTOR	730963
SNYDER, ERICA LYNN	PRESIDENT,CEO,DIRECTOR	3075140

Regulatory assets under management

Total Number of Accounts	2,334
AUM (Assets Under Management)	$ 1,201,488,433

Disclosures

Regulatory Event

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/11/2025	Cover Page	Report
09/30/2024	Cover Page	Report
07/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert M. Daniel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Michael Daniel JR's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Robert Michael Daniel JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

HUNTER ASSOCIATES LLC

FEDERATED SECURITIES CORP.

Primary Firm SEC Registration

HUNTER ASSOCIATES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/24/2014

SIE

Date: 10/1/2018

Series 7

Date: 3/19/2014

Series 6

Date: 4/8/1993

FINRA

Current Firm

HUNTER ASSOCIATES LLC

Contact information

SEC notice filing (30 States and Territories)

FINRA licenses (37 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

HUNTER ASSOCIATES LLC

TRUST BUT VERIFY

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