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Ian William McCloud

PNC Investments

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About Ian William McCloud

Ian McCloud is a financial advisor with PNC Investments. Ian has been working in the financial services industry since 2009. Ian is registered to provide investment advice in California, Indiana, Ohio, and Pennsylvania. Ian holds Series 6, 7, 63, and 65 licenses. Ian is also registered as a Registered Representative (RR). Ian has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Prior to joining PNC Investments, Ian worked at FIRSTMERIT FINANCIAL SERVICES, INC and W&S BROKERAGE SERVICES, INC.

Firm Information

Ian McCloud 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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Ian McCloud’s Registration & Firm History

OH

01/04/2019 - Present

PNC Investments (AKRON OH)

OH

06/14/2010 - 02/28/2011

FIRSTMERIT FINANCIAL SERVICES, INC (NORTH RIDGEVILLE OH)

OH

06/25/2009 - 09/14/2009

W&S BROKERAGE SERVICES, INC. (STOW OH)

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Licenses & Designations

IA

Issued 03/12/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/14/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2012

Series 7 - General Securities Representative Examination

BC

Issued 06/24/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ian William McCloud.
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