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Daniel Paul Cieniewicz

Daniel Paul Cieniewicz

CFP®
HYPERION FINANCIAL
SHILLINGTON, PA
·CRD# 6324016·12 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Daniel Cieniewicz

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2021

Years of Experience

12 years in the financial services industry

Current & Past Employments

HYPERION FINANCIAL·CRD# 313014
RIA
20 W. Lancaster Ave Suite 3, Shillington, PA 19607
May 27, 2021 - Present
HORNOR, TOWNSEND & KENT, LLC·CRD# 4031
RIA
Shillington, PA
July 8, 2016 - May 28, 2021
HORNOR, TOWNSEND & KENT, LLC·CRD# 4031
BD
Shillington, PA
April 29, 2014 - May 28, 2021

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Current Firm

HYPERION FINANCIAL
HYPERION FINANCIAL

HYPERION FINANCIAL | HYPERION FINANCIAL, LLC

CRD#: 313014
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (5/18/2021 Approved)
Texas
Registered Investment Advisory firm - Texas (11/25/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

20 W. Lancaster Ave Suite 3, Shillington, PA 19607

Phone Number

(484) 578-9152

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

520

AUM (Assets Under Management)

$89,832,614

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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.

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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.
IAR
Pennsylvania
(5/27/2021)

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2015About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2014About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 2014About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Daniel Paul Cieniewicz's CRS (Customer Relationship Summary).

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Daniel Paul Cieniewicz
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