Derek Finney, financial advisor Pittsburgh PA

Derek Finney

CRD Number: 6665537
Current Firm: Pnc Investments

Derek Finney (CRD# 6665537) is an Investment Advisor Representative working at Pnc Investments in Pittsburgh, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments, LLC Pittsburgh, PA Aug 2019 - Current 2
Hefren Tillotson Pittsburgh, PA May 2018 - Jun 2019 1
Nylife Securities LLC Pittsburgh, PA Jun 2017 - Apr 2018 < 1
Denison University Granville, PA Aug 2013 - Jun 2017 3
Unemployed Cranberry Township, PA Jun 2013 - Aug 2013 < 1
Seneca Valley Harmony, PA Aug 2001 - Jun 2013 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2017
S65 NASAA Investment Advisors Law Examination Oct 2018
Contact Info for Derek D. Finney
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • PA
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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