About this Advisor
Steven Schaefer is a financial advisor working out of Allison Park, Pennsylvania, who has been in the financial industry for 10 years. Schaefer is on the advisory team at Pnc Investments. Over the course of their career, they have held roles at Pnc Investments and Pnc Investments, LLC. Schaefer has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania. Pnc Investments is a registered investment business headquartered in Allison Park, Pennsylvania. It has offices in 804 locations and a total of 1,516 employees. It manages $26 billion in assets under management between its 150,141 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 211 charities and foundations. Of its 150,141 client accounts, just 1% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory 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 are based on the type of financial services provided. Fees charged by Pnc Investments typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Pnc Investments Brokerage Details
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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
Steven Schaefer Work History
Steven has 10 years of experience.
Pnc Investments, LLC
Steven Schaefer has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Pnc Investments
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