Susan Wycoff, financial advisor Meadville PA
89 score

Susan Wycoff

CRD Number: 6306898
Current Firm: Pnc Investments

Susan Wycoff (CRD# 6306898) is an Investment Advisor Representative working at Pnc Investments in Meadville, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Meadville, PA Feb 2014 - Current 2
Pnc Bank Meadville, PA Feb 2014 - Current 2
Pnc Bank, N.a. Meadville, PA Sep 2009 - Feb 2014 4
Chatham T Company, Inc. Chatham, MA May 2007 - Sep 2009 2
Pnc Bank, N.a. Pittsburgh, PA Mar 2000 - May 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Susan E. Wycoff
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
89
Clean Record
This advisor has a clean track record with regulators.

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