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Sindu Gopalakrishnan

PNC Investments

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About Sindu Gopalakrishnan

Sindu Gopalakrishnan is a financial advisor at PNC Investments. Sindu has over 5 years of experience in the financial services industry. Sindu is registered with the state of Pennsylvania and holds the Series 7, Series 63, and Series 65 licenses. Sindu is also a Registered Representative for PNC Investments and a Registered Investment Advisor. Sindu's previous experience includes roles at The Vanguard Group, Inc. and Wells Fargo Clearing Services, LLC. Sindu specializes in providing financial advice to individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, and charitable organizations.

Firm Information

Sindu Gopalakrishnan 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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Sindu Gopalakrishnan’s Registration & Firm History

PA

10/15/2020 - Present

PNC Investments (Wayne PA)

PA

02/16/2018 - 10/31/2019

VANGUARD MARKETING CORPORATION (MALVERN PA)

PA

02/19/2015 - 02/13/2018

WELLS FARGO CLEARING SERVICES, LLC (READING PA)

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Licenses & Designations

IA

Issued 10/15/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/02/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sindu Gopalakrishnan.
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