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Alan Robert Dennis

PNC Investments

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About Alan Robert Dennis

Alan Dennis is a financial advisor at PNC Investments with over 16 years of experience in the industry. Alan has held numerous positions within the financial industry, including roles at Fifth Third Securities, Inc. and Morgan Stanley DW Inc. Alan is licensed to provide investment advisory services in Florida, Ohio, South Carolina, and Washington. Alan specializes in portfolio management for individuals and businesses.

Firm Information

Alan Dennis 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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Alan Dennis’s Registration & Firm History

OH

05/08/2019 - Present

PNC Investments (HILLIARD OH)

OH

05/07/2010 - 12/13/2017

PNC INVESTMENTS (DAYTON OH)

OH

09/08/2006 - 04/08/2010

FIFTH THIRD SECURITIES, INC. (SPRINGBORO OH)

NY

10/04/2005 - 12/13/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 02/23/2006

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/16/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/13/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 09/30/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Alan Robert Dennis. Review regulatory record here.
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