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Puran Sugrim

PNC Investments

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About Puran Sugrim

Puran Sugrim is a financial advisor with PNC Investments. Puran has been in the financial services industry since March 2014. Puran is registered with the state of Florida as an investment advisor representative and is also registered with FINRA. Prior to joining PNC Investments, Puran was an investment advisor representative with E*TRADE Securities LLC and T. Rowe Price Investment Services, Inc.. Puran specializes in helping individual clients, corporations, and charitable organizations. Puran holds the Series 7 and Series 66 licenses. Puran is also a registered principal with PNC Investments.

Firm Information

Puran Sugrim 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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Puran Sugrim’s Registration & Firm History

FL

12/22/2021 - Present

PNC Investments (Pinellas Park FL)

FL

01/22/2019 - 11/17/2021

E*TRADE SECURITIES LLC (Temple Terrace FL)

FL

03/04/2014 - 01/28/2019

T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 09/30/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Puran Sugrim.
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