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Alfred B Farrell

PNC Investments

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About Alfred B Farrell

Alfred B. Farrell is a financial advisor with over 10 years of experience in the financial services industry. Alfred is currently registered with PNC Investments in Holmdel, NJ. Alfred has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Santander Securities LLC. Alfred holds Series 7, 63 and 66 licenses and has a SIE designation. Alfred provides financial advice to individuals, businesses and corporations. He is also registered as an Investment Advisor Representative in New Jersey. Alfred has a strong track record of providing personalized financial advice and guidance to clients.

Firm Information

Alfred Farrell 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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Alfred Farrell’s Registration & Firm History

NJ

05/08/2018 - Present

PNC Investments (HOLMDEL NJ)

NJ

05/09/2016 - 05/02/2018

SANTANDER SECURITIES LLC (EAST BRUNSWICK NJ)

NJ

06/13/2012 - 04/07/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RED BANK NJ)

NY

01/04/2012 - 05/10/2012

VFINANCE INVESTMENTS, INC (NEW YORK NY)

NY

09/22/2011 - 12/16/2011

JOHN THOMAS FINANCIAL (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/05/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/26/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alfred B Farrell.
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