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David Lee Vega

PNC Investments

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About David Lee Vega

David Vega is a financial professional with over 14 years of experience in the financial services industry. David is currently registered with PNC Investments and has previously worked at LPL FINANCIAL LLC, NATCITY INVESTMENTS, INC., and AMERIPRISE FINANCIAL SERVICES, INC.. David holds Series 66, SIE and Series 7 licenses. David is a licensed investment advisor representative in Arizona, Ohio, Pennsylvania, Texas and West Virginia and offers investment advisory services to individuals, businesses, corporations, and institutions, as well as pension and profit-sharing plans. David focuses on providing financial planning and investment management services.

Firm Information

David Vega 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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David Vega’s Registration & Firm History

PA

01/12/2015 - Present

PNC Investments (WASHINGTON PA)

PA

09/08/2009 - 06/24/2013

LPL FINANCIAL LLC (SEWICKLERY PA)

PA

02/13/2008 - 09/08/2009

NATCITY INVESTMENTS, INC. (CORAOPOLIS PA)

PA

09/24/2007 - 10/30/2007

AMERIPRISE FINANCIAL SERVICES, INC. (SEWICKLEY PA)

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Licenses & Designations

BOTH

Issued 10/08/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Lee Vega.
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