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Richard S Olin

PNC Investments

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About Richard S Olin

Richard Olin is a financial advisor with PNC Investments, a large firm with a diverse client base, managing over $23 billion in assets. Richard is registered to provide investment advice in several states, including Florida, New Jersey, New York, Pennsylvania, Texas, Vermont, and Virginia. With over a decade of experience in the industry, Richard has expertise in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Richard holds licenses such as Series 7, Series 9, Series 10, Series 66 and SIE. Richard is committed to helping clients achieve their financial goals.

Firm Information

Richard Olin 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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Richard Olin’s Registration & Firm History

NJ

07/10/2017 - Present

PNC Investments (SUMMIT NJ)

NJ

05/13/2011 - 10/05/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ISELIN NJ)

NJ

01/26/2010 - 04/12/2011

SECURIAN FINANCIAL SERVICES, INC. (PARSIPPANY NJ)

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Licenses & Designations

BOTH

Issued 09/30/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/10/2012

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/15/2012

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard S Olin.
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