linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stephen Sumeraj

PNC Investments

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stephen? Claim Your Profile

About Stephen Sumeraj

Stephen Sumeraj has been a registered financial professional since 1992 and is currently an investment advisor representative at PNC Investments. Stephen is licensed in 23 states and holds Series 6, 7, and 63 licenses as well as the SIE and Series 65 exams. He is also registered as a representative of PNC Investments. His areas of specialization include portfolio management, investment planning, and retirement planning.

Firm Information

Stephen Sumeraj 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stephen Sumeraj’s Registration & Firm History

IL

01/17/2012 - Present

PNC Investments (HOMER GLEN IL)

IL

06/08/2010 - 01/06/2012

WELLS FARGO ADVISORS, LLC (PALOS HEIGHTS IL)

IL

07/06/2005 - 06/08/2010

CHASE INVESTMENT SERVICES CORP. (OAK LAWN IL)

IL

10/23/2002 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

NY

12/19/2001 - 10/08/2002

NYLIFE SECURITIES INC. (NEW YORK NY)

DE

06/26/1998 - 11/27/2001

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

NJ

10/26/1992 - 07/02/1998

PRUCO SECURITIES CORPORATION (NEWARK NJ)

Not sure if Stephen Sumeraj is right for you?

Licenses & Designations

IA

Issued 12/22/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/29/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2004

Series 7 - General Securities Representative Examination

BC

Issued 10/22/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Sumeraj.
Not sure if Stephen Sumeraj is right for you?