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Cole Lewis

PNC Investments

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About Cole Lewis

Cole Lewis is a financial advisor with PNC Investments based in Pittsburgh, PA. Cole has been in the financial services industry since December 13, 2021. Cole holds the Series 66, 7TO, and SIE securities licenses. Cole is registered in the state of Pennsylvania and is also registered in 14 other states. Cole's previous experience includes working for THE INVESTMENT CENTER, INC. in Bedminster, New Jersey.

Firm Information

Cole Lewis 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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Cole Lewis’s Registration & Firm History

PA

02/28/2024 - Present

PNC Investments (PITTSBURGH PA)

NJ

12/10/2021 - 02/23/2024

THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)

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Licenses & Designations

BOTH

Issued 01/14/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/10/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/29/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cole Lewis.
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