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Susan Ann Reid

PNC Investments

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About Susan Ann Reid

Susan Reid is a financial advisor who has been in the industry since 2000. Susan has held previous positions at Lincoln Investment, Securities America, Inc., and UBS Financial Services Inc. Susan currently works at PNC Investments, where Susan is registered to conduct business in New Jersey and Pennsylvania. Susan offers a range of services, including portfolio management for individuals and businesses, and selection of other advisers.

Firm Information

Susan Reid 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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Susan Reid’s Registration & Firm History

PA

08/18/2016 - Present

PNC Investments (NEWTON PA)

PA

08/25/2011 - 04/15/2014

LINCOLN INVESTMENT (WYNCOTE PA)

PA

04/06/2006 - 08/16/2011

SECURITIES AMERICA, INC. (LANGHORNE PA)

NJ

04/07/2000 - 09/02/2005

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 07/21/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/22/2006

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/06/2006

Series 4 - Registered Options Principal Examination

BC

Issued 08/07/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/20/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/10/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Ann Reid.
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