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Sean Matthew Coplen

PNC Investments

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About Sean Matthew Coplen

Sean Coplen is a financial advisor with PNC Investments, a firm that serves high-net-worth individuals, corporations, pension and profit sharing plans, and individuals other than high-net-worth. Sean has been in the financial industry since 2022. Sean is licensed in Texas and has been registered with PNC Investments since May 2024.

Firm Information

Sean Coplen 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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Sean Coplen’s Registration & Firm History

TX

05/08/2024 - Present

PNC Investments (RICHARDSON TX)

TX

11/10/2022 - 05/01/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)

TX

11/24/2021 - 08/26/2022

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 12/23/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/24/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/18/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean Matthew Coplen.
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