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Charles Edward Little

PNC Investments

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About Charles Edward Little

Charles Edward Little is an active investment advisor with a history in the financial services industry since 1998. Charles is currently registered with PNC Investments and previously worked with J.J.B. Hillard, W.L. Lyons, Inc., PNC Brokerage Corp, and T. Rowe Price Investment Services, Inc. Charles holds Series 6, 7, 63, and 65 securities licenses. Charles is also a Certified Financial Planner. Charles specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Charles is currently registered with the state of Pennsylvania and is also registered in 13 other states.

Firm Information

Charles Little 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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Charles Little’s Registration & Firm History

PA

01/01/2004 - Present

PNC Investments (BETHLEHEM PA)

KY

06/01/2002 - 01/01/2004

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

PA

03/26/1999 - 06/01/2002

PNC BROKERAGE CORP (PITTSBURGH PA)

MD

07/09/1998 - 03/15/1999

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

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Licenses & Designations

IA

Issued 09/20/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/27/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/1999

Series 7 - General Securities Representative Examination

BC

Issued 07/08/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Charles Edward Little. Review regulatory record here.
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