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Daniel Paul Cieniewicz

Daniel P. Cieniewicz

HYPERION FINANCIAL
Shillington, PA 19607
Some features on this profile are disabled
CRD#: 6324016
Daniel Paul Cieniewicz

Professional summary


Daniel Paul Cieniewicz, CFP®, who also goes by Daniel Cieniewicz, is a registered financial advisor currently at HYPERION FINANCIAL located in Shillington, Pennsylvania.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Daniel has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Daniel Cieniewicz

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.
Name: The College Dude. Investment-Related: No. Address: 20 W. Lancaster Ave., Suite 3, Shillington, PA 19607. Nature: Financial Aid and Student Loan Counseling. Position: Counselor. Start Date: 09/2023. Approximate Number of Hour Per Month: 10-15. Approximate Number of Hours During Securities Trading Hours: 5-10. Duties: Provide information, education, and counseling to parents on college funding and to graduates on student loan repayment. Name: MoneyGeek. Investment-Related: No. Address: 50 Washington St., Ste. 301, Reno, NV 89503. Nature: Financial literacy and education website. Position: Expert reviewer and content provider. Start Date: 10/2023. Approximate Number of Hours Per Month: 5-10. Approximate Number of Hours During Securities Trading Hours: 1-5. Duties: Create informational and educational content for website on personal finance; review content produced by others prior to publication. Name: American Financial Education Alliance (AEFA). Investment-Related: No. Address: 349 Copperfield Blvd. NE, Suite L#106, Concord, NC 28025. Nature: Non-profit organization promoting financial wellness education. Position: Instructor. Start Date: 07/2024. Approximate Number of Hours Per Month: 5-10. Approximate Number of Hours During Securities Trading Hours: 1-5. Duties: Create and present informational and educational content for group workshops; conduct individual strategy sessions with workshop participants.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Daniel Paul Cieniewicz's 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®
CFP®

Start date: 2021

Experience


Current

May 27, 2021 - Present

HYPERION FINANCIAL

Office #1: 20 W. Lancaster Ave Suite 3, Shillington, PA 19607
RIA
CRD#: 313014
Shillington, PA
Past

July 8, 2016 - May 28, 2021

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
SHILLINGTON, PA
Past

April 29, 2014 - May 28, 2021

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
SHILLINGTON, PA

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.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(5/27/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/4/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


HYPERION FINANCIAL
HYPERION FINANCIAL
HYPERION FINANCIAL | HYPERION FINANCIAL, LLC

CRD#: 313014 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (5/18/2021 Approved)
Texas
Registered Investment Advisory firm - (11/25/2024 Terminated)
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Contact information


Main Address
20 W. Lancaster Ave Suite 3, Shillington, PA 19607
Mailing Address
Phone number
(484) 578-9152
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts488
AUM (Assets Under Management)$ 74,256,760

Red Flags


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

Company Information


HYPERION FINANCIAL

HYPERION FINANCIAL

CRD#: 313014Shillington, PA 19607

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