Richard Feliz, financial advisor Baltimore MD
93 score

Richard Feliz

CRD Number: 3040640
Current Firm: Pnc Investments

Richard Feliz (CRD# 3040640) is an Investment Advisor Representative working at Pnc Investments in Baltimore, MD and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Feb 2012 - Current 4
Contract Musician Baltimore, MD Jun 2007 - Current 9
N/a Monkton, MD Jan 2012 - Feb 2012 < 1
Raymond James Financial Services Lancaster, PA Oct 2009 - Dec 2011 2
Wachovia Securities, LLC Baltimore, MD Jun 2007 - Oct 2009 2
Wachovia Securities, LLC Hunt Valley, MD May 2005 - Jun 2007 2
Contract Musician Glen Arm, MD Jul 1975 - Jun 2007 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1999
S65 NASAA Investment Advisors Law Examination Jul 2000
Contact Info for Richard J. Feliz
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • MD
  • PA
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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