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Adam P Smith

PNC Investments

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About Adam P Smith

Adam Smith is a financial advisor in Canton, Michigan with over 10 years of experience. Adam is registered with PNC Investments and has been with the firm since 2017. Prior to that, Adam has held positions at Fifth Third Securities, Inc. and J.P. Morgan Securities LLC. Adam holds licenses for securities and investment advisory services and has passed the Series 6, 7, 63, and 66 examinations. Adam specializes in providing financial advice for individuals, businesses, and pension plans.

Firm Information

Adam 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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Adam Smith’s Registration & Firm History

MI

06/08/2017 - Present

PNC Investments (CANTON MI)

MI

02/13/2015 - 06/02/2017

FIFTH THIRD SECURITIES, INC. (BRIGHTON MI)

MI

01/29/2014 - 01/23/2015

J.P. MORGAN SECURITIES LLC (NORTHVILLE MI)

MI

05/27/2010 - 01/17/2014

FIFTH THIRD SECURITIES, INC. (LIVONIA MI)

MI

08/23/2007 - 05/18/2010

CHASE INVESTMENT SERVICES CORP. (WYANDOTTE MI)

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Licenses & Designations

BOTH

Issued 03/05/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/24/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2014

Series 7 - General Securities Representative Examination

BC

Issued 08/10/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Adam P Smith. Review regulatory record here.
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