Brian Betz, financial advisor Pittsburgh PA

Brian Betz

CRD Number: 7077059
Current Firm: Pnc Investments

Brian Betz (CRD# 7077059) is an Investment Advisor Representative working at Pnc Investments in Pittsburgh, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsnurgh, PA May 2020 - Current 3
Pnc Investments Pittsburgh, PA Apr 2019 - May 2020 1
Pnc Investments Pittsburgh, PA Feb 2019 - Apr 2019 < 1
Pnc Bank Pittsburgh, PA Sep 2017 - Feb 2019 1
Unemployed Pittsburgh, PA Apr 2017 - Sep 2017 < 1
First Commonwealth Bank Johnstown, PA Aug 2016 - Apr 2017 < 1
Full-time Education Johnstown, PA Aug 2015 - Aug 2016 1
Chapen's Greenhouse Pittsburgh, PA May 2014 - Aug 2015 1
Full-time Education Pittsburgh, PA Jul 2013 - May 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2018
S65 NASAA Investment Advisors Law Examination Sep 2018
Contact Info for Brian D. Betz
Phone Number: 800-762-6111
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    21,630
    MILLIONS
  • Total Number of Accounts
    152,386
    ACCOUNTS
  • Average Account Value
    $141,941
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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