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Morgan Aronson Lum

PNC Investments

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About Morgan Aronson Lum

Morgan Aronson Lum is a financial advisor registered in Delaware with PNC Investments. Morgan has been working in the financial services industry since 2004. Morgan is also a registered representative of PNC Investments. Morgan holds Series 63, 24, SIE and Series 7 licenses and offers financial and investment advice to individuals, businesses, and charitable organizations.

Firm Information

Morgan Lum 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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Morgan Lum’s Registration & Firm History

PA

08/08/2018 - Present

PNC Investments (PITTSBURGH PA)

DE

09/07/2012 - 07/13/2018

J.P. MORGAN SECURITIES LLC (NEWARK DE)

DE

10/06/2008 - 07/25/2012

J.P. MORGAN SECURITIES LLC (NEWARK DE)

NY

10/06/2008 - 10/06/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

08/30/2002 - 04/17/2007

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/29/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/17/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Morgan Aronson Lum.
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