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Kalpesh Pradip Shah

PNC Investments

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About Kalpesh Pradip Shah

Kalpesh Shah is a registered investment advisor representative with PNC Investments. Kalpesh has been in the industry for over 20 years. Kalpesh Shah holds Series 6, 7, 24, and 66 securities licenses. Kalpesh has experience with PNC Investments and previously worked with New England Securities, MetLife Securities Inc., Metropolitan Life Insurance Company, and Fort Washington Brokerage Services, Inc. Kalpesh is also President and Board of Trustee for the Jain Society of Greater Cleveland. Kalpesh is registered to provide investment advice in Indiana, Ohio, and Pennsylvania.

Firm Information

Kalpesh Shah 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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Kalpesh Shah’s Registration & Firm History

OH

09/26/2017 - Present

PNC Investments (CLEVELAND OH)

OH

04/14/2014 - 01/27/2015

NEW ENGLAND SECURITIES (WESTLAKE OH)

OH

11/01/2004 - 01/27/2015

METLIFE SECURITIES INC. (Westlake OH)

OH

11/01/2004 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (BROADVIEW HEIGHTS OH)

OH

04/23/2002 - 11/10/2004

FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)

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Licenses & Designations

BOTH

Issued 04/14/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/13/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2005

Series 7 - General Securities Representative Examination

BC

Issued 04/22/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kalpesh Pradip Shah.
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