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Marc David Schrade

PNC Investments

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About Marc David Schrade

Marc David Schrade is a financial advisor with over 17 years of experience in the industry. Marc is currently registered with PNC Investments and has been with the firm since December 2013. Marc previously worked with J.P. Morgan Securities LLC, Chase Investment Services Corp., and Ameriprise Financial Services, Inc. Marc holds Series 7, Series 66, and Series 65 licenses, as well as the SIE exam. Marc's expertise includes providing portfolio management for individuals and businesses.

Firm Information

Marc Schrade 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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Marc Schrade’s Registration & Firm History

OH

12/11/2013 - Present

PNC Investments (PEPPER PIKE OH)

OH

10/01/2012 - 10/25/2013

J.P. MORGAN SECURITIES LLC (WILLOWICK OH)

OH

10/07/2008 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (WILLOWICK OH)

OH

02/08/2006 - 08/18/2008

AMERIPRISE FINANCIAL SERVICES, INC. (MAYFIELD HEIGHTS OH)

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Licenses & Designations

IA

Issued 12/21/2013

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 07/20/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marc David Schrade.
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