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Savannah Kelly

PNC Investments

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About Savannah Kelly

Savannah Kelly is an active broker-dealer representative who is licensed to sell securities in all 50 states, the District of Columbia, and Puerto Rico. Savannah is currently registered with PNC Investments and has been in the securities industry since September 2022. Savannah previously worked for Fidelity Brokerage Services LLC. Savannah has passed the Series 63, 7TO and SIE exams. Savannah is currently registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Savannah specializes in advising on a wide range of investment products including retirement plans, mutual funds, and annuities.

Firm Information

Savannah Kelly 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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Savannah Kelly’s Registration & Firm History

PA

04/01/2024 - Present

PNC Investments (PITTSBURGH PA)

NC

09/22/2022 - 04/08/2024

FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)

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Licenses & Designations

BC

Issued 10/03/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/26/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Savannah Kelly.
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