Kevin
Daeschner

Pnc Investments

CRD#2775342
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Kevin Daeschner is an investment advisor whose office is in Pittsburgh, Pennsylvania. Currently an investment advisor at Pnc Investments, Daeschner has 17 years of work experience. Daeschner holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Daeschner can serve investors based out of Pennsylvania. Over the course of their career, they have held roles at Linsco Private Ledger, The Fragasso Group, Inc, Pnc Bank and Pnc Investments. Pnc Investments is based out of Pittsburgh, Pennsylvania, and operates out of 804 other brick-and-mortar locations in the United States. In total, Pnc Investments oversees $15 billion in assets throughout 94,933 accounts and employs more than 1,966 people. The amount of assets the firm manages places it among the largest firms in the country. The firm manages 91,400 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 1% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Pnc Investments can offer 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 65

Years of Experience

17 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

285 Fort Couch Road
Pittsburgh, PA 15241

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Pnc Investments Brokerage Details

Total Assets Under Management

$14,602,173,865

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

1,294

PA Average: 41
Total Number of Accounts

105,928

PA Average: 3,342
Average Account Size

$137,850

PA 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

Kevin Daeschner Work History

Kevin has 17 years of experience.

2010 - Present (9 years)

Pnc Bank

2010 - Present (9 years)

Pnc Investments

2007 - 2010 (3 years)

The Fragasso Group, Inc

2001 - 2010 (9 years)

Linsco Private Ledger

Disclosures

Kevin Daeschner has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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