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Kristopher Michal Samiec

PNC Investments

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About Kristopher Michal Samiec

Kristopher Samiec is a financial advisor with PNC Investments. Kristopher has been working in the financial industry since May 1, 1999 and holds Series 7, 63, 65, 66, and SIE licenses. Kristopher specializes in providing financial advice to individuals, businesses, and charitable organizations. He has been registered as a broker and investment advisor in Illinois since 2011. Prior to joining PNC Investments, Kristopher worked as a financial advisor at VALIC Financial Advisors, Inc., Chase Investment Services Corp., Morgan Stanley DW Inc. and Chatfield Dean & Co., Inc.

Firm Information

Kristopher Samiec 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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Kristopher Samiec’s Registration & Firm History

IL

11/10/2011 - Present

PNC Investments (CHICAGO IL)

IL

09/23/2010 - 11/09/2011

VALIC FINANCIAL ADVISORS, INC. (CHICAGO IL)

IL

08/25/2005 - 12/11/2006

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

NY

01/24/1997 - 08/29/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

CO

07/20/1995 - 01/22/1997

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BOTH

Issued 10/01/2010

Series 66 - Uniform Combined State Law Examination

IA

Issued 03/06/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/21/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristopher Michal Samiec.
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