Alfred Farrell, financial advisor Holmdel NJ

Alfred Farrell

CRD Number: 5967762
Current Firm: Pnc Investments

Alfred Farrell (CRD# 5967762) is an Investment Advisor Representative working at Pnc Investments in Holmdel, NJ and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Apr 2018 - Current 6
Santander Bank Na Piscataway, NJ May 2016 - Apr 2018 1
Santander Securities LLC San Juan, PR May 2016 - Apr 2018 1
Bank Of America, N.a. Red Bank, NJ Jan 2013 - Mar 2016 3
Merrill Lynch, Pierce, Fenner And Smith Incorporated Red Bank, NJ May 2012 - Mar 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S66 NASAA Uniform Combined State Law Examination Oct 2012
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Alfred B. Farrell
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    23,896
    MILLIONS
  • Total Number of Accounts
    152,189
    ACCOUNTS
  • Average Account Value
    $157,014
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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