Adam
Smith

Pnc Investments

CRD#5356229
Investment Advisor
in Canton, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Adam Smith is an advisor who is based out of Canton, Michigan. Currently an investment advisor with Pnc Investments, they have gathered 10 years of experience as a registered investment advisor. Smith has Series 63 and Series 66 licenses, certifying the advisor as a securities representative. Smith is registered to work with investors in Michigan. Smith has gained experience at Fifth Third, Fifth Third Securities, J.P. Morgan Securities LLC and Pnc Investments. Pnc Investments is headquartered in Canton, Michigan, and operates out of 804 other locations throughout the nation. As a company, Pnc Investments oversees $18 billion in assets dispersed across 118,067 client accounts and retains more than 1,272 people. The amount of assets the firm manages places it among the largest firms in the United States. The firm manages 115,131 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 1% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Pnc Investments can provide portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

Ford Road 41652 Ford Road
Canton, MI 48187

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Pnc Investments Brokerage Details

Total Assets Under Management

$18,449,085,524

MI Average: $15,833,994,310
Total Number of Employees

1,272

MI Average: 41
Total Number of Accounts

118,067

MI Average: 3,342
Average Account Size

$156,259

MI Average: $4,737,880

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Adam Smith Work History

Adam has 10 years of experience.

2017 - Present (5 years)

Pnc Investments

2015 - 2017 (2 years)

Fifth Third Securities

2014 - 2015 (1 year)

J.P. Morgan Securities LLC

2010 - 2014 (4 years)

Fifth Third

2010 - 2014 (4 years)

Fifth Third Securities

Disclosures

Adam Smith has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Pnc Investments

Alexandria Dotson
Wheaton, IL
Michael Trpcic
Pittsburgh, PA
Peter Kamel
Cleveland, OH
Nicholas Hesse
Cleveland, OH
Donte Lambert
Clarksville, MD
Gabriel Jackson
Cleveland, OH
Patricia Menke
Pittsburgh, PA
Eric Blessing
Bluffton, IN

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started