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Miky Sodhi

PNC Investments

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About Miky Sodhi

Miky Sodhi is a registered investment advisor representative with PNC Investments. Miky has been in the industry since 2005. Miky Sodhi is registered with the state of Texas and has licenses to sell securities in multiple states including California, Colorado, Illinois, Massachusetts, New Jersey, New York, Tennessee, Virginia and Texas.

Firm Information

Miky Sodhi 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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Miky Sodhi’s Registration & Firm History

TX

02/17/2022 - Present

PNC Investments (COLLEGE STATION TX)

TX

05/16/2013 - 08/16/2021

BBVA SECURITIES INC. (COLLEGE STATION TX)

TX

01/03/2006 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (BRYAN TX)

MO

04/19/2005 - 10/21/2005

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 06/16/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/22/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Miky Sodhi. Review regulatory record here.
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