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Lindsay Taylor Bennett

PNC Investments

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About Lindsay Taylor Bennett

Lindsay Bennett is a financial advisor registered with PNC Investments. Lindsay has been in the financial services industry since June 2018. Lindsay has earned both the Series 7 and Series 66 licenses. Lindsay's current firm is PNC Investments, which is a large, well-established firm with a broad range of investment products and services. Previously, Lindsay worked at RBC Capital Markets, LLC. Lindsay's areas of specialization include Retirement Planning, Estate Planning, and College Savings. Lindsay is committed to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Lindsay Bennett 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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Lindsay Bennett’s Registration & Firm History

NJ

02/06/2023 - Present

PNC Investments (WEST WINDSOR NJ)

NJ

01/13/2023 - 02/10/2023

RBC CAPITAL MARKETS, LLC (PRINCETON NJ)

NJ

06/28/2018 - 01/18/2023

PNC INVESTMENTS (PRINCETON NJ)

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Licenses & Designations

BOTH

Issued 03/02/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lindsay Taylor Bennett.
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