Samuel
Annaian

Pnc Investments

CRD#4967515
Investment Advisor
in Mars, PA

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About this Advisor

Samuel Annaian is a financial advisor operating in Mars, Pennsylvania, who has been in the financial industry for 10 years. Annaian is on the advisory team at Pnc Investments. Their career trajectory has included roles at Pnc Investments and Pnc Investments, LLC. Annaian has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to operate in Pennsylvania. Pnc Investments is an advisory business based out of Mars, Pennsylvania. It has offices in 804 locations and a total of 1,516 people on staff. It has $26 billion in assets between its 150,141 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 211 charitable organizations. Of its 150,141 client accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets. The company has a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services usually vary depending on which services the firm provides the client. However, fee types charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 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

200 Seven Fields Boulevard
Mars, PA 16046

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Pnc Investments Brokerage Details

Total Assets Under Management

$26,424,820,270

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

1,516

PA Average: 41
Total Number of Accounts

150,141

PA Average: 3,342
Average Account Size

$176,000

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

Samuel Annaian Work History

Samuel has 10 years of experience.

2016 - Present (6 years)

Pnc Investments, LLC

2012 - 2016 (4 years)

Pnc Investments

Disclosures

Samuel Annaian has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Pnc Investments

Samuel Annaian
Mars, PA
Joseph Geronimo
Pittsburgh, PA
Quentin Roos
Fredericksburg, VA
Marc Blount
Pittsburgh, PA
Brian Haschke
Canonsburg, PA
Christopher Todd
Dallas, TX
Mark Strunk Jr
Whitehall, PA
Ambreen Shahab
Fairfax, VA

The content in this profile was updated by SmartAsset on 04/01/2022 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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This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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