Meghan Stone, financial advisor Meadville PA
68 score

Meghan Stone

CRD Number: 5491380
Current Firm: Pnc Investments

Meghan Stone (CRD# 5491380) is an Investment Advisor Representative working at Pnc Investments in Meadville, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Meadville, PA Feb 2015 - Current 1
Cco Investment Services Corp. Mercer, PA Jun 2014 - Feb 2015 < 1
First Niagara Securities Meadville, PA Jan 2011 - Jun 2014 3
Lpl Financial Charlotte, NC Jan 2011 - Jun 2014 3
Metlife Securities Greenwood Village, CO Feb 2008 - Jan 2011 2
Cu Health Science Center Denver, CO Sep 2007 - Feb 2008 < 1
Dartmouth Medical School Lebanon, NH Feb 2007 - Sep 2007 < 1
Merry Meadows Farm Hanover, NH Aug 2005 - Sep 2007 2
Va Hospital White River Junction, VT Jul 2005 - Jan 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination Feb 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Meghan L. Stone
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
68

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