Courtenay
Kull

Pnc Investments

CRD#2373376
Investment Advisor
in Dayton, OH

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About this Advisor

Courtenay Kull is a financial advisor operating out of Dayton, Ohio who has 2 years of industry experience. Kull is on the advisory team at Pnc Investments. Over the course of their career, Kull has held roles at Fifth Third Securities and Pnc Investments. Kull has Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to advise clients in Indiana. Pnc Investments is a business that has its headquarters in Pittsburgh, PA. The investment advisory business has offices in 583 locations and a total of 1,218 employees. It administers $22 billion in total assets across its 152,386 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 203 charities and foundations. Of its 152,386 customer accounts, just 1% are held by high-net-worth individuals who have more than $1 million in assets. The firm provides a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees depend on which service is provided. However, fee types charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

Office Location

312 North Patterson Blvd.
Dayton, OH 45402

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Pnc Investments Brokerage Details

Total Assets Under Management

$21,629,770,547

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

1,218

OH Average: 41
Total Number of Accounts

152,386

OH Average: 3,342
Average Account Size

$141,941

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

Courtenay Kull Work History

Courtenay has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Pnc Investments

2000 - 2021 (21 years)

Fifth Third Securities

*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 Courtenay Kull 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

Matthew Ramer
Auburn, IN
Christopher Todd
Cleveland, OH
Nicholas Sarnacki
South Lyon, MI
Robert Burns
Pittsburgh, PA
Tom Hornak
Avon, IN
Daphne Warner
Dayton, OH
Dennis Lacey
Emerson, NJ
Roger Marvinney
Bernardsville, NJ

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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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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