Unclaimed Profile

Betty Ann Moon

PNC INVESTMENTS LLC·PITTSBURGH, Pennsylvania

SIE, Series 7, Series 24, Series 63CFPClean recordPNC INVESTMENTS LLC

620 LIBERTY AVENUE, PITTSBURGH, PA 15222CRD# 1791562Firm CRD# 129052

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Betty Ann Moon · PITTSBURGH, PA

Registration

CRD #1791562 · PNC INVESTMENTS LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PNC INVESTMENTS LLC

CRD 129052 · SEC 801-66195

AUM

$23.9B

Regulatory assets under management

Employees

1,475

152,189 client accounts

Services offered by PNC INVESTMENTS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PNC INVESTMENTS LLC →

Introduction

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Frequently Asked Questions

What services does Betty Ann Moon offer?

Betty Ann Moon specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are Betty Ann Moon's credentials?

Betty Ann Moon holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Betty Ann Moon located?

Betty Ann Moon is based in PITTSBURGH, Pennsylvania, working with PNC INVESTMENTS LLC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

How does Betty Ann Moon charge for services?

Betty Ann Moon's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PNC INVESTMENTS LLC?

PNC INVESTMENTS LLC has approximately 1475 employees and manages $23.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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