Shuron
Morton
Pnc Investments
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About this Advisor
Shuron Morton is a financial advisor operating in Baltimore, Maryland with 5 years of relevant experience. Morton is currently employed by Pnc Investments. Throughout their career, Morton has worked at Morgan Stanley Smith Barney, Pnc Investments, Morgan Stanley Private Bank, National Association, Capital One Investing, LLC and Capital One Advisors, LLC. Morton holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Maryland. Pnc Investments is a registered investment company operating out of Pittsburgh, PA. The company has offices in 583 locations and a total of 1,218 employees. It has $22 billion in total assets among its 152,386 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 203 charities and foundations. Of its 152,386 client accounts, just 1% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Pnc Investments offers a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely vary depending on which services are provided. Fees billed by Pnc Investments typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pnc Investments Brokerage Details
$21,629,770,547
1,218
152,386
$141,941
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Shuron Morton Work History
Shuron has been registered as a financial advisor for 5 years.*
Pnc Investments
Morgan Stanley Private Bank, National Association
Capital One Investing, LLC
Capital One Advisors, LLC
Morgan Stanley Smith Barney
Pnc Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shuron Morton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Pittsburgh, PA
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Cleveland, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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