Adam
Smith
Pnc Investments
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Pnc Investments Brokerage Details
$18,449,085,524
1,272
118,067
$156,259
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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.
Pnc Investments
Fifth Third Securities
J.P. Morgan Securities LLC
Fifth Third
Fifth Third Securities
Disclosures
Adam Smith has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Pnc Investments
Wheaton, IL
Pittsburgh, PA
Cleveland, OH
Cleveland, OH
Clarksville, MD
Cleveland, OH
Pittsburgh, PA
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.
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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.