Adam Reed, financial advisor Philadelphia PA
88 score

Adam Reed

CRD Number: 6151349
Current Firm: Pnc Investments

Adam Reed (CRD# 6151349) is an Investment Advisor Representative working at Pnc Investments in Philadelphia, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Bank, N.a. Philadelphia, PA Feb 2016 - Current < 1
Pnc Investments LLC Pittsburgh, PA Feb 2016 - Current < 1
The Wood Brothers Philadelphia, PA Jan 2016 - Current < 1
The Dandelion Philadelphia, PA Dec 2015 - Current 1
Ubs Financial Services Inc. Mt. Laurel, NJ Apr 2014 - Feb 2016 1
Four Seasons Hotel Philadelphia Philadelphia, PA Sep 2011 - Mar 2014 2
Bartlett Group Philadelphia, PA Jun 2008 - Aug 2011 3
The Astor Place Lansdale, PA Jan 2008 - May 2008 < 1
World Wide Express Wayne, PA Feb 2007 - Dec 2007 < 1
Extended Travel Doylestown, PA Jun 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Adam B. Reed
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
88
Clean Record
This advisor has a clean track record with regulators.

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