Emily
Leshan

Pnc Investments

CRD#6118014
Investment Advisor
in Utica, MI

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About this Advisor

Emily Leshan is a financial advisor who works in Utica, Michigan, who has 15 years of professional experience. Leshan currently works for Pnc Investments. During their career, the advisor has held roles at Hantz Financial Services, Guess? Inc, Forever 21, Chippewa Valley Schools, Central Michigan University, Pnc Investments and Pnc Bank. Leshan holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Michigan. Pnc Investments is a company that has its headquarters in Utica, Michigan. The investment advisory business has offices in 804 locations and a total of 1,272 advisors. It administers $18 billion in assets under management among its 118,067 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 150 charitable organizations. Of its 118,067 accounts, just 1% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm has a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules vary depending on which services the firm provides the client. However, fees billed by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

15 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

No

Office Location

45125 Hayes
Utica, MI 48315

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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

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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

Emily Leshan Work History

Emily has 15 years of experience.

2017 - Present (4 years)

Pnc Investments

2013 - 2017 (4 years)

Pnc Investments

2013 - 2017 (4 years)

Pnc Bank

2012 - 2013 (1 year)

Hantz Financial Services

2011 - 2012 (1 year)

Guess? Inc

2010 - 2011 (1 year)

Forever 21

2010 - 2010 (< 1 year)

Chippewa Valley Schools

2005 - 2010 (5 years)

Central Michigan University

Disclosures

Emily Leshan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Pnc Investments

Paresh Patel
Princeton Junction, NJ
Thomas Semanek
Strasburg, PA
Jason Fousek
Cleveland, OH
Marc Janca
Troy, MI
Jose Moreno-Silva
Pittsburgh, PA
David Novak
Millstone Township, NJ
David Warner
Ashburn, VA
Kevin Martin
Springfield, OH

This content was compiled from the SEC and FINRA.

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.

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