Brian Benacci (CRD# 6322640) is an Investment Advisor Representative working at Advice And Planning Services in Pittsburgh, PA and has over 9 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Tiaa | Pittsburgh, PA | Jun 2018 - Current | 5 |
Tiaa-cref Individual & Institutional Services, LLC | Pittsburgh, PA | Jun 2018 - Current | 5 |
Scottrade, Inc. | Upper St Clair, PA | Jan 2017 - Mar 2018 | 1 |
Scottrade Investment Management | Upper St Clair, PA | Jan 2017 - Mar 2018 | 1 |
Strategic Advisers, Inc. | Pittsburgh, PA | May 2016 - Dec 2016 | < 1 |
Fidelity Brokerage Services LLC | Pittsburgh, PA | Feb 2015 - Dec 2016 | 1 |
Pnc Bank | Pittsburgh, PA | Feb 2010 - Feb 2015 | 5 |
Pnc Investments | Pittsburgh, PA | Apr 2014 - Jan 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2014 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- PA
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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