Suzanne Kerlin, financial advisor Greensburg PA
90 score

Suzanne Kerlin

CRD Number: 5929396
Current Firm: Pnc Investments

Suzanne Kerlin (CRD# 5929396) is an Investment Advisor Representative working at Pnc Investments in Greensburg, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Nov 2013 - Current 3
Pnc Bank Pittsburgh, PA Sep 2005 - Nov 2013 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Suzanne J. Kerlin
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
90
Clean Record
This advisor has a clean track record with regulators.

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