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Abby Lynn Smith

PNC Investments

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About Abby Lynn Smith

Abby Lynn Smith is a financial advisor with PNC Investments. Abby is a registered representative with the state of Pennsylvania and is a registered investment advisor. Abby is a Series 63, 66, 7, 9, 10, and SIE licensed financial advisor. She has been in the financial services industry since 2014. Abby is a member of the National Association of Securities Dealers (NASD). Abby is a licensed advisor for a wide range of services. Abby's clients include individuals, corporations, charitable organizations, trusts, estates, pension and profit-sharing plans. Abby has experience in financial planning, investment management, and retirement planning. Abby is committed to providing her clients with personalized financial advice and guidance. Abby is dedicated to helping her clients reach their financial goals.

Firm Information

Abby Smith is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Abby Smith’s Registration & Firm History

PA

04/25/2019 - Present

PNC Investments (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 07/05/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/10/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/14/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Abby Lynn Smith.
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