Suzanne KerlinCRD 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 6 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
|Pnc Investments||Pittsburgh, PA||Nov 2013 - Current||4|
|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|
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- A percentage of assets under your management
- 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)
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