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Scott Andrew Petersen

PNC Investments

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About Scott Andrew Petersen

Scott Petersen is a financial advisor with PNC Investments, a firm headquartered in Pittsburgh, Pennsylvania. Scott Petersen has been in the financial services industry since 2010. Scott Petersen has a Series 6, Series 7, and Series 66 license. Scott Petersen has been registered with the state of North Carolina since 2017. Scott Petersen is also registered with the state of Florida, where he is a licensed investment advisor. Scott Petersen works with individuals, businesses, high-net-worth individuals, and pension plans. Scott Petersen provides investment advisory services, including portfolio management and financial planning.

Firm Information

Scott Petersen 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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Scott Petersen’s Registration & Firm History

FL

08/09/2017 - Present

PNC Investments (Boca Raton FL)

FL

04/20/2015 - 05/19/2017

TD AMERITRADE, INC. (TAMPA FL)

FL

03/13/2014 - 04/23/2015

MORGAN STANLEY (CLEARWATER FL)

FL

02/25/2013 - 02/21/2014

J.P. MORGAN SECURITIES LLC (CLEARWATER FL)

NY

02/18/2011 - 02/12/2013

CONVERGEX EXECUTION SOLUTIONS LLC (NEW YORK NY)

FL

05/21/2010 - 02/25/2011

CHASE INVESTMENT SERVICES CORP. (OVIEDO FL)

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Licenses & Designations

BOTH

Issued 04/15/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2012

Series 7 - General Securities Representative Examination

BC

Issued 05/20/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Andrew Petersen.
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