Alan
Dennis

Pnc Investments

CRD#5012418
Investment Advisor
in Hilliard, OH

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About this Advisor

Alan Dennis is a financial advisor based in Hilliard, Ohio, working with Pnc Investments. Alan has previously held positions at Pnc Bank, Pnc Investments, Pnc Bank, Na, Pnc Investments, LLC, and U.S. Bank. Alan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Alan is part of Pnc Investments, which operates out of Hilliard, Ohio. The firm has 572 offices and 1,475 employees. The firm manages assets totaling $23.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Pnc Investments includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

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

Office Location

4650 Cemetery Road
Hilliard, OH 43026

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Pnc Investments Brokerage Details

Total Assets Under Management

$23,895,732,856

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

1,475

OH Average: 41
Total Number of Accounts

152,189

OH Average: 3,342
Average Account Size

$157,014

OH Average: $4,737,880

Investment Advisory Services

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

Alan Dennis Work History

2019 - Present (5 years)

Pnc Investments

2017 - 2019 (2 years)

U.S. Bank

2016 - 2017 (1 year)

Pnc Bank, Na

2016 - 2017 (1 year)

Pnc Investments, LLC

2010 - 2016 (6 years)

Pnc Bank

2010 - 2016 (6 years)

Pnc Investments

Disclosures

Please visit the SEC profile of Alan Dennis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pnc Investments

Nathan Hartwig
Taylor, MI
Aja Gross
Plano, TX
Ryan Strong
Annandale, VA
Alejandro Barrera
Bel Air, MD
Sharmin Shanta
Cleveland, OH
Brian Betz
Pittsburgh, PA
Eric Robbins
Charlotte, NC
David Mudrock
Potomac, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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