Steven Rosner, financial advisor Gaithersburg MD
93 score

Steven Rosner

CRD Number: 5316180
Current Firm: Pnc Investments

Steven Rosner (CRD# 5316180) is an Investment Advisor Representative working at Pnc Investments in Gaithersburg, MD and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Bank Pittsburgh, PA Aug 2013 - Current 3
Pnc Investments Pittsburgh, PA Aug 2013 - Current 3
Self Employed/ans Holdings LLC Gaithersburg, MD Jun 2002 - Current 14
Ameriprise Financial Services, Inc. Rockville, MD Oct 2009 - Apr 2012 2
H&r Block Financial Advisors, Inc. Rockville, MD Mar 2007 - Sep 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Steven C. Rosner
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • MD
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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