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Stacy Lynn Coldwell

PNC Investments

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About Stacy Lynn Coldwell

Stacy Lynn Coldwell is a financial advisor with over 20 years of experience in the industry. Stacy is currently registered with PNC Investments. Stacy also has previous experience with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, QUESTAR CAPITAL CORPORATION, BB&T INVESTMENT SERVICES, INC., CHARLES SCHWAB & CO., INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Stacy has earned the Series 66, Series 7 and SIE licenses. Stacy specializes in investment strategies for individuals, businesses and pooled investment vehicles.

Firm Information

Stacy Coldwell 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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Stacy Coldwell’s Registration & Firm History

MD

05/02/2019 - Present

PNC Investments (DENTON MD)

MD

07/27/2016 - 05/09/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EASTON MD)

MD

11/10/2015 - 01/19/2016

QUESTAR CAPITAL CORPORATION (RIDGELY MD)

MD

12/03/2012 - 06/19/2014

BB&T INVESTMENT SERVICES, INC. (EASTON MD)

MD

09/07/2001 - 12/17/2010

CHARLES SCHWAB & CO., INC. (ANNAPOLIS MD)

MN

05/18/2000 - 06/15/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

05/18/2000 - 06/15/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 05/31/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/09/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stacy Lynn Coldwell.
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