Steven
Schaefer

Pnc Investments

CRD#2125180
Investment Advisor
in Allison Park, PA

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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

Series 63, Series 65

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

Yes

Office Location

4960 William-Flynn Highway
Allison Park, PA 15101

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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

Steven Schaefer Work History

Steven has 10 years of experience.

2013 - Present (9 years)

Pnc Investments

2012 - 2013 (1 year)

Pnc Investments, LLC

Disclosures

Steven Schaefer has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Pnc Investments

Alfred Farrell
Holmdel, NJ
Christopher Todd
Dallas, TX
Christopher Neal
Charlotte, NC
Brian Haschke
Canonsburg, PA
Jennifer Stoll
Cleveland, OH
Scott Wise
Cleveland, OH
Ryan Gorman
Pittsburgh, PA
Keith Foley
Jupiter, FL

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.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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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