Jeff Bevacqua, financial advisor Erie PA
89 score

Jeff Bevacqua

CRD Number: 6176460
Current Firm: Pnc Investments

Jeff Bevacqua (CRD# 6176460) is an Investment Advisor Representative working at Pnc Investments in Erie, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments, LLC Erie, PA Jan 2016 - Current < 1
Pnc Investments Erie, PA Oct 2015 - Jan 2016 < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Oct 2015 < 1
Morgan Stanley Erie, PA Mar 2013 - Oct 2015 2
Healthy Lifestyle Marketing Meadville, PA Apr 2002 - Mar 2013 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Jeff Bevacqua
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • 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
89
Clean Record
This advisor has a clean track record with regulators.

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