Richard Srnec, financial advisor Farmington Hills MI
90 score

Richard Srnec

CRD Number: 5888616
Current Firm: Pnc Investments

Richard Srnec (CRD# 5888616) is an Investment Advisor Representative working at Pnc Investments in Farmington Hills, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Sterling Heights, MI Mar 2014 - Current 2
Pnc Bank Sterling Heights, MI Mar 2014 - Current 2
Pruco Securities, LLC Troy, MI May 2011 - Mar 2014 2
The Prudential Insurance Company Of America Troy, MI May 2011 - Mar 2014 2
Michigan State University East Lansing, MI Aug 2006 - May 2011 4
Hantz Financial Services Southfield, MI Feb 2011 - Apr 2011 < 1
Michigan State University East Lasning, MI Mar 2009 - Sep 2009 < 1
Bosch (robert Bosch Llc) St. Joseph, MI Jun 2008 - Dec 2008 < 1
Lost Dunes Country Club Bridgeman, MI Jun 2006 - Aug 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination Feb 2012
Contact Info for Richard P. Srnec
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • MI
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
90
Clean Record
This advisor has a clean track record with regulators.

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