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Scott David Theis

PNC Investments

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About Scott David Theis

Scott Theis is a registered investment advisor representative with PNC Investments. Scott has been in the industry since 2006 and holds a Series 66, Series 24 and Series 7 licenses. Scott has been associated with PNC Investments since 2014 and has been registered with the SEC since 2011. Prior to PNC Investments, Scott was associated with CUNA BROKERAGE SERVICES, INC. Scott has experience working with clients who are high net worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth.

Firm Information

Scott Theis 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 Theis’s Registration & Firm History

KY

04/11/2011 - Present

PNC Investments (LEXINGTON KY)

KY

05/08/2006 - 04/18/2011

CUNA BROKERAGE SERVICES, INC. (LEXINGTON KY)

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Licenses & Designations

BOTH

Issued 06/01/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/24/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott David Theis.
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