Stephanie Evans, financial advisor Cleveland OH
93 score

Stephanie Evans

CRD Number: 5617604
Current Firm: Pnc Investments

Stephanie Evans (CRD# 5617604) is an Investment Advisor Representative working at Pnc Investments in Cleveland, OH and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Cleveland, OH Mar 2013 - Current 3
Key Investment Services LLC Cleveland, OH Jul 2012 - Mar 2013 < 1
Chase Investment Services Corp Cleveland, OH Jun 2011 - Jul 2012 1
Key Investment Services LLC Cleveland, OH Nov 2008 - Jun 2011 2
Key Bank South Euclid, OH Oct 2007 - Jun 2011 3
Key Bank Parma, OH Oct 2006 - Oct 2007 1
Key Bank Willoughby, OH May 2004 - Oct 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2010
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Stephanie N. Evans
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • IN
  • OH
  • 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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