Adam Peirce, financial advisor Chicago IL
96 score

Adam Peirce

CRD Number: 4574929
Current Firm: Pnc Investments

Adam Peirce (CRD# 4574929) is an Investment Advisor Representative working at Pnc Investments in Chicago, IL and has over 14 years of experience in the finance industry. Adam Peirce has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Pnc Investments Grand Rapids, MI Sep 2012 - Current 4
Pnc Investments Grand Rapids, MI Nov 2009 - Sep 2012 2
Natcity Investments, Inc. Grand Rapids, MI Aug 2002 - Nov 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for Adam J. Peirce
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • IL
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
96
Clean Record
This advisor has a clean track record with regulators.

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