linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Jeffrey Blair

PNC Investments

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Jeffrey Blair

Brian Blair is a registered investment advisor representative with PNC Investments in MANCHESTER TOWNSHIP, NJ. Brian Blair has been working in the securities industry since 1990. Brian Blair holds Series 3, 7, 63, 65, 72 and SIE licenses. Brian Blair previously worked at J.J.B. HILLIARD, W.L. LYONS, INC., PNC BROKERAGE CORP, ESSEX NATIONAL SECURITIES, INC., SEI FINANCIAL SERVICES COMPANY and MONTGOMERY SECURITIES. Brian Blair has been with PNC Investments since 2004. Brian Blair's specializations include retirement planning, estate planning, and education planning.

Firm Information

Brian Blair 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Blair’s Registration & Firm History

NJ

01/01/2004 - Present

PNC Investments (MANCHESTER TOWNSHIP NJ)

KY

06/01/2002 - 01/01/2004

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

PA

04/11/1996 - 06/01/2002

PNC BROKERAGE CORP (PITTSBURGH PA)

CA

04/29/1994 - 05/30/1996

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

PA

09/30/1992 - 05/03/1994

SEI FINANCIAL SERVICES COMPANY (OAKS PA)

CA

04/27/1992 - 09/11/1992

MONTGOMERY SECURITIES (SAN FRANCISCO CA)

NY

05/25/1988 - 06/28/1990

SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)

Not sure if Brian Jeffrey Blair is right for you?

Licenses & Designations

IA

Issued 12/04/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/16/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 72 - Government Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/1989

Series 3 - National Commodity Futures Examination

BC

Issued 05/21/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brian Jeffrey Blair. Review regulatory record here.
Not sure if Brian Jeffrey Blair is right for you?