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August William Allendorf

PNC Investments

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About August William Allendorf

August Allendorf is a financial professional with over 14 years of experience in the industry. August has held various positions at different firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fifth Third Securities, Inc., and Northwestern Mutual Investment Services, LLC. August is currently registered with PNC Investments and holds licenses including Series 6, 7, 63, and 65. August has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and charitable organizations.

Firm Information

August Allendorf 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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August Allendorf’s Registration & Firm History

OH

10/02/2015 - Present

PNC Investments (NORWALK OH)

OH

03/26/2014 - 09/21/2015

FIFTH THIRD SECURITIES, INC. (TIFFIN OH)

OH

07/29/2011 - 03/12/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANDUSKY OH)

OH

10/29/2008 - 04/27/2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TOLEDO OH)

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Licenses & Designations

IA

Issued 09/16/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/22/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2011

Series 7 - General Securities Representative Examination

BC

Issued 10/28/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for August William Allendorf.
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