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Keith Eric Meyer

PNC Investments

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About Keith Eric Meyer

Keith Eric Meyer is a registered investment advisor representative with PNC Investments. Keith has been in the financial services industry since April 1984. Keith has licenses in Kentucky, Ohio, and 17 other states. Keith also has passed the Series 63, 65, 7, and 24 examinations.

Firm Information

Keith Meyer 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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Keith Meyer’s Registration & Firm History

OH

11/13/2009 - Present

PNC Investments (CINCINNATI OH)

OH

10/13/2004 - 11/13/2009

NATCITY INVESTMENTS, INC. (CINCINNATI OH)

OH

01/20/1995 - 10/13/2004

RED CAPITAL MARKETS, INC. (COLUMBUS OH)

NY

09/28/1994 - 01/23/1995

THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)

NA

01/04/1995 - 01/19/1995

PROVIDENT SECURITIES & INVESTMENT COMPANY

NY

05/24/1988 - 09/15/1994

HIBBARD BROWN & CO., INC. (NEW YORK NY)

NA

02/02/1987 - 05/28/1988

SHERWOOD CAPITAL, INC.

NA

04/18/1984 - 01/31/1987

FIRST JERSEY SECURITIES, INC.

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Licenses & Designations

IA

Issued 10/10/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/09/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/04/1993

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Keith Eric Meyer.
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