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Brian Donald Merkt

PNC Investments

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About Brian Donald Merkt

Brian Merkt is a financial advisor with PNC Investments. Brian has over 20 years of experience in the industry. Brian has licenses in all 50 states and also holds the Series 7, Series 63, Series 66, and SIE licenses. Brian is a specialist in providing financial advice to individuals, businesses, high net worth individuals, and pension and profit-sharing plans. Prior to joining PNC Investments, Brian worked for several other financial institutions including MBSC Securities Corporation, Lincoln Investment, Mellon Financial Markets, LLC, UBS Financial Services Inc., and Dreyfus Investment Services Company, LLC.

Firm Information

Brian Merkt 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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Brian Merkt’s Registration & Firm History

PA

11/19/2012 - Present

PNC Investments (PITTSBURGH PA)

PA

02/09/2011 - 09/19/2012

MBSC SECURITIES CORPORATION (PITTSBURGH PA)

PA

01/16/2009 - 04/29/2009

LINCOLN INVESTMENT (PITTSBURGH PA)

PA

04/04/2006 - 05/01/2008

MELLON FINANCIAL MARKETS, LLC (PITTSBURGH PA)

NJ

09/11/2003 - 04/11/2006

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

PA

01/16/1998 - 06/17/2002

DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)

AZ

09/10/1997 - 10/09/1997

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

NY

07/18/1997 - 09/04/1997

VTR CAPITAL, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/16/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/02/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Donald Merkt.
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