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Gregory M Smith

PNC Investments

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About Gregory M Smith

Gregory M Smith is a financial advisor with PNC Investments. Gregory has been working in the industry since 2003 and is registered with the state of Pennsylvania to provide investment advisory services. Gregory M Smith has a Series 6, Series 7 and Series 63 license, and has passed the SIE and Series 65 exams. Gregory has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Gregory is dedicated to helping clients reach their financial goals.

Firm Information

Gregory Smith 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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Gregory Smith’s Registration & Firm History

PA

11/10/2006 - Present

PNC Investments (PITTSBURGH PA)

NY

12/12/2002 - 06/21/2005

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/09/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/30/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2007

Series 7 - General Securities Representative Examination

BC

Issued 12/11/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory M Smith.
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