Unclaimed Profile

Jeffrey Drew Suhanic

PNC MANAGED ACCOUNT SOLUTIONS, INC.·HOUSTON, Texas

SIE, Series 4, Series 7, Series 14, Series 24, Series 27, Series 53, Series 63, Series 65, Series 99TOClean recordPNC MANAGED ACCOUNT SOLUTIONS, INC.

2200 POST OAK BLVD., HOUSTON, TX 77056-4700CRD# 2124910Firm CRD# 110476

Profile Verification

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

Identity

Jeffrey Drew Suhanic · HOUSTON, TX

Registration

CRD #2124910 · PNC MANAGED ACCOUNT SOLUTIONS, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 27

Series 53

Series 63

Series 65

Series 99TO

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 MANAGED ACCOUNT SOLUTIONS, INC.

CRD 110476 · SEC 801-56131

AUM

$588M

Regulatory assets under management

Employees

768 client accounts

Services offered by PNC MANAGED ACCOUNT SOLUTIONS, INC.

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 MANAGED ACCOUNT SOLUTIONS, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Drew Suhanic offer?

Jeffrey Drew Suhanic specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.

What are Jeffrey Drew Suhanic's credentials?

Jeffrey Drew Suhanic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Drew Suhanic located?

Jeffrey Drew Suhanic is based in HOUSTON, Texas, working with PNC MANAGED ACCOUNT SOLUTIONS, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Jeffrey Drew Suhanic charge for services?

Jeffrey Drew Suhanic'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 MANAGED ACCOUNT SOLUTIONS, INC.?

PNC MANAGED ACCOUNT SOLUTIONS, INC. has approximately 21 employees and manages $588M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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