Michael MendlovicCRD Number: 5555566
Current Firm: Pnc Investments
Michael Mendlovic (CRD# 5555566) is an Investment Advisor Representative working at Pnc Investments in Aurora, OH and has over 6 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Pnc Bank||Bainbridge, OH||Feb 2012 - Current||6|
|Pnc Investments||Bainbridge, OH||Feb 2012 - Current||6|
|Lpl Financial||Chardon, OH||Nov 2011 - Feb 2012||< 1|
|Wells Fargo Advisors Financial Network LLC||Concord, OH||May 2009 - Nov 2011||2|
|Wachovia Securities Financial Network, Llc (11025)||Concord, OH||Jun 2008 - May 2009||< 1|
|Hyde Park Restaurant Group||Beachwood, OH||Aug 2005 - Jun 2008||2|
|West Geauga Local Schools||Chesterland, OH||Aug 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2011|
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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