Marc Schrade, financial advisor Pepper Pike OH

Marc Schrade

CRD Number: 5051042
Current Firm: Pnc Investments

Marc Schrade (CRD# 5051042) is an Investment Advisor Representative working at Pnc Investments in Pepper Pike, OH and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pepper Pike, OH Jul 2021 - Current < 1
Pnc Investments Lyndhurst, OH Dec 2013 - Jul 2021 7
J.p. Morgan Securities LLC Willowick, OH Oct 2012 - Oct 2013 1
Chase Investment Services Corp Willowick, OH Sep 2008 - Oct 2012 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Marc D. Schrade
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • IN
  • OH
By the Numbers
  • Total Assets Under Management
    21,657
    MILLIONS
  • Total Number of Accounts
    129,028
    ACCOUNTS
  • Average Account Value
    $167,850
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, VI, VT, WA, WI, WV, WY

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