Sudeep Mitra (CRD# 7428346) is an Investment Advisor Representative working at Pnc Investments in Parma, OH and has over 2 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Parma, OH | May 2023 - Current | < 1 |
| Prudential Insurance Company Of America | Columbus, OH | Jan 2022 - May 2023 | 1 |
| Pruco Securities, LLC | Columbus, OH | Aug 2021 - May 2023 | 1 |
| Unemployed | Cleveland Heights, OH | May 2021 - Aug 2021 | < 1 |
| Aml Rightsource | Cleveland Heights, OH | Jan 2019 - Apr 2021 | 2 |
| Unemployed | Cleveland Heights, OH | Jun 2018 - Dec 2018 | < 1 |
| Aml Rightsource | Hudson, OH | Aug 2017 - May 2018 | < 1 |
| Kent State University | Kent, OH | Aug 2015 - May 2017 | 1 |
| Unemployed | Kolkata, | Oct 2013 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- OH
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Total Assets Under Management23,896MILLIONS
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Total Number of Accounts152,189ACCOUNTS
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Average Account Value$157,014
- 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)
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