Danielle L. Halliday
Professional summary
Danielle Lee Halliday, who also goes by Danielle L Gildner, Danielle L Grezeszak, Danielle Lee Grezeszak, Danielle Halliday, is a registered financial advisor currently at PNC WEALTH MANAGEMENT LLC located in Indianapolis, Indiana.
Danielle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Danielle has worked at 5 firms and has passed the Series 66, Series 63, Series 6TO, SIE, Series 7TO, Series 7 and Series 6 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Danielle Lee Halliday's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Danielle Lee Halliday's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 13, 2026 - Present
PNC WEALTH MANAGEMENT LLC
Office #1: 1224 E 86th St, Indianapolis, IN 46240Office #2: 1417 W 86th St, Indianapolis, IN 46260July 13, 2026 - Present
PNC WEALTH MANAGEMENT LLC
Office #1: 1224 E 86th St, Indianapolis, IN 46240Office #2: 1417 W 86th St, Indianapolis, IN 46260June 15, 2020 - July 2, 2026
BANKERS LIFE ADVISORY SERVICES, INC.
March 2, 2020 - July 2, 2026
BANKERS LIFE SECURITIES, INC.
December 10, 2014 - January 6, 2016
PNC WEALTH MANAGEMENT LLC
December 8, 2014 - January 6, 2016
PNC WEALTH MANAGEMENT LLC
June 6, 2012 - October 9, 2014
FIFTH THIRD SECURITIES, INC.
June 5, 2012 - October 9, 2014
FIFTH THIRD SECURITIES, INC.
October 25, 2010 - June 4, 2012
CHASE INVESTMENT SERVICES CORP.
November 8, 2007 - June 4, 2012
CHASE INVESTMENT SERVICES CORP.
Primary Firm SEC Registration
PNC WEALTH MANAGEMENT LLC
CRD#: 129052 / SEC#: 801-66195, 8-66195
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/13/2026)
(7/14/2026)
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationSeries 7TO
Date: 3/2/2020
General Securities Representative ExaminationFINRA
Current Firm
PNC WEALTH MANAGEMENT LLC
CRD#: 129052 / SEC#: 801-66195, 8-66195
Contact information
SEC notice filing (53 States and Territories)
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PNC BANK, NATIONAL ASSOCIATION | PARENT | |
| BARNHART, TODD MARTIN | BOARD OF MANAGERS | 6166298 |
| FLYNN, SEAN | CHIEF COMPLIANCE OFFICER & BOARD OF MANAGERS | 2790159 |
| GUERRINI, RICHARD ROBERT | PRESIDENT, CEO, BOARD OF MANAGERS | 1990015 |
| HOLODINSKI, JOHN PAUL | BOARD OF MANAGERS | 2494707 |
| MITCHELL, JESSICA | BOARD OF MANAGERS | 6624246 |
| RAMOS, REGIS RESENDE | CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, FINOP | 5205169 |
| RICHARDSON, MARGARET MARY | CHIEF OPERATING OFFICER/BOARD OF MANAGERS | 6002933 |
| RODGERS, STEPHANIE ELIZABETH | BOARD OF MANAGERS & SECRETARY | 6004741 |
| SANTILLO, ROBERT WILSON | BOARD OF MANAGERS | 5379581 |
| SCHAFER, DAVID JOSEPH | CHIEF OPERATIONS OFFICER, PRINCIPAL OPERATIONS OFFICER | 1368781 |
| THOMPSON, LEIGH CHASE | CHIEF LEGAL OFFICER | 6534162 |
| WEIDNER, KIMBERLY LYNN | CHIEF RISK OFFICER & BOARD OF MANAGERS | 4080314 |
Regulatory assets under management
| Total Number of Accounts | 157,533 |
| AUM (Assets Under Management) | $ 26,533,775,810 |
Disclosures
| Regulatory Event | 13 |
| Arbitration | 6 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/08/2026 | ||
| 10/28/2024 | ||
| 09/20/2023 |
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.
