Mary Orstein, financial advisor Pittsburgh PA

Mary Orstein

CRD Number: 6782992
Current Firm: Pnc Investments

Mary Orstein (CRD# 6782992) is an Investment Advisor Representative working at Pnc Investments in Pittsburgh, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Sep 2020 - Current 3
Pnc Investments Pittsburgh, PA Dec 2019 - Sep 2020 < 1
The Coury Firm Pittsburgh, PA Apr 2017 - Nov 2019 2
Program For Health Care To Underserved Populations Pittsburgh, PA Mar 2017 - Mar 2017 < 1
Pittsburgh Public Schools Linden Elementary K-5 Pittsburgh, PA Sep 2015 - Dec 2016 1
University Of Pittsburgh Pittsburgh, PA Aug 2014 - Jul 2015 < 1
Wellesley College Wellesley, MA Sep 2010 - Aug 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2021
Contact Info for Mary Orstein
Phone Number: 800-762-6111
Registered State(s):
  • PA
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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