About this Advisor
Stephen Sumeraj is a financial advisor who works out of Lockport, Illinois, who has been in the industry for 10 years. Sumeraj is an advisor for Pnc Investments. They have spent all of their career at Pnc Investments. Sumeraj maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois. Pnc Investments is a company headquartered in Lockport, Illinois. The firm has offices in 804 locations and a total of 1,516 financial advisors. It handles $26 billion in assets among its 150,141 accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 211 charitable organizations. Of its 150,141 customer accounts, just 1% are held by high-net-worth clients who have greater than $1 million in investable assets. Pnc Investments has a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually vary depending on which service is offered. Fee types charged by Pnc Investments typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Pnc Investments Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Stephen Sumeraj Work History
Stephen has 10 years of experience.
Stephen Sumeraj has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Pnc Investments
Allison Park, PA
West Palm Beach, FL
Michigan City, IN
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