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Shandalyn Lashae Garrett

PNC Investments

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About Shandalyn Lashae Garrett

Shandalyn Garrett is a financial advisor with over 20 years of experience in the industry. Shandalyn has been with PNC Investments since August 2021, and previously worked with BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. Shandalyn is registered to offer investment advisory services in Colorado, Florida, Minnesota, New York, North Carolina, Oklahoma and Texas. Shandalyn holds the Series 6, Series 63 and SIE licenses.

Firm Information

Shandalyn Garrett 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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Shandalyn Garrett’s Registration & Firm History

TX

08/23/2021 - Present

PNC Investments (Houston TX)

TX

05/16/2013 - 08/23/2021

BBVA SECURITIES INC. (HOUSTON TX)

TX

09/16/2003 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)

TX

09/21/1998 - 03/08/2000

VAN KAMPEN FUNDS INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 09/08/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Shandalyn Lashae Garrett. Review regulatory record here.
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