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Amit A. Prasad

PNC Investments

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About Amit A. Prasad

Amit A. Prasad is a financial advisor with PNC Investments. Amit has over 10 years of experience in the financial services industry and holds several industry licenses and certifications, including Series 6, 7, 63, and 65. Amit has previously worked with BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. Amit specializes in providing financial planning and investment management services to individuals, businesses, and retirement plans. Amit is registered with the state of California as an Investment Advisor Representative and a Broker. Amit has a demonstrated track record of helping clients achieve their financial goals. Amit is committed to providing personalized and comprehensive financial advice to his clients.

Firm Information

Amit Prasad 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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Amit Prasad’s Registration & Firm History

CA

02/15/2022 - Present

PNC Investments (ESCALON CA)

CA

05/16/2013 - 08/16/2021

BBVA SECURITIES INC. (LODI CA)

CA

11/01/2010 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (STOCKTON CA)

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Licenses & Designations

IA

Issued 02/14/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/15/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/11/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amit A. Prasad.
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