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Sun Dinh

PNC Investments

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About Sun Dinh

Sun Dinh is a financial advisor registered with PNC Investments. Sun has been in the industry since 2003 and has experience with a variety of firms, including BBVA Securities Inc., CUSO Financial Services, L.P., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wescom Financial Services. Sun specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisers. Sun holds Series 6, 7, 63, and 66 licenses.

Firm Information

Sun Dinh 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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Sun Dinh’s Registration & Firm History

CA

08/18/2021 - Present

PNC Investments (MURRIETA CA)

CA

01/23/2020 - 08/16/2021

BBVA SECURITIES INC. (VISTA CA)

CA

11/07/2016 - 01/02/2020

CUSO FINANCIAL SERVICES, L.P. (Rancho Cucamonga CA)

CA

04/15/2015 - 11/04/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANAHEIM CA)

CA

08/31/2004 - 04/09/2015

WESCOM FINANCIAL SERVICES (TUSTIN CA)

CA

03/21/2003 - 09/01/2004

CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 12/11/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/15/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2006

Series 7 - General Securities Representative Examination

BC

Issued 03/19/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sun Dinh.
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