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Ayman Saad

PNC Investments

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About Ayman Saad

Ayman Saad is a financial advisor with PNC Investments. Ayman has been in the financial services industry since 2008 and has experience with a variety of investment products and services. Ayman specializes in portfolio management for individuals and businesses, as well as in the selection of other advisors. Ayman is registered to provide investment advisory services in Florida.

Firm Information

Ayman Saad 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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Ayman Saad’s Registration & Firm History

FL

11/27/2023 - Present

PNC Investments (LAKE WORTH FL)

FL

01/19/2023 - 11/16/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST PALM BEACH FL)

FL

06/05/2017 - 11/09/2022

WELLS FARGO CLEARING SERVICES, LLC (WELLINGTON FL)

FL

07/22/2016 - 04/28/2017

PNC INVESTMENTS (WELLINGTON FL)

FL

07/14/2014 - 11/25/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DELRAY BEACH FL)

FL

01/01/2008 - 05/13/2014

FIDELITY BROKERAGE SERVICES LLC (BOCA RATON FL)

MA

06/06/2007 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)

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Licenses & Designations

IA

Issued 01/12/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/25/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/2008

Series 7 - General Securities Representative Examination

BC

Issued 06/04/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ayman Saad.
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