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PNC MANAGED ACCOUNT SOLUTIONS, INC.
PNC MANAGED ACCOUNT SOLUTIONS, INC.
HOUSTON, Texas
·
9 registered advisors
·
CRD# 110476
SEC# 801-56131
0
800-762-6111
01
Firm Overview
AUM
$588M
Regulatory assets under management
Employees
21
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at PNC MANAGED ACCOUNT SOLUTIONS, INC.
9 registered advisors
Dorothy J. Hulvey
HOUSTON, Texas
CRD# 5880903
Gwynne Kennett Shackelford
HOUSTON, Texas
CRD# 2617864
Jeffrey Drew Suhanic
HOUSTON, Texas
CRD# 2124910
John Paul Sadowski
HOUSTON, Texas
CRD# 7011048
Jorge Unda Rodriguez
HOUSTON, Texas
CRD# 7242001
Lorin James Mcmurray
HOUSTON, Texas
CFP
CRD# 1719473
Marc Wenhammar
HOUSTON, Texas
CRD# 6264191
Maria Michelle Holmes
HOUSTON, Texas
CFP
CRD# 1336607
Stacy Lynn Hasty
HOUSTON, Texas
CRD# 5577816
05
Office Locations
HOUSTON, Texas
9 advisors
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Data sourced from SEC Form ADV filings. PNC MANAGED ACCOUNT SOLUTIONS, INC. (CRD# 110476) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.