Matthew Rick, financial advisor Pittsburgh PA
81 score

Matthew Rick

CRD Number: 4588236
Current Firm: Pnc Investments

Matthew Rick (CRD# 4588236) is an Investment Advisor Representative working at Pnc Investments in Pittsburgh, PA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Atlanta, GA Jun 2014 - Current 2
Pnc Bank, N.a. Atlanta, GA Jun 2014 - Current 2
Pnc Bank Chicago, IL Dec 2012 - Jun 2014 1
Pnc Investments Chicago, IL Dec 2012 - Jun 2014 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Mar 2004 - Dec 2012 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S66 NASAA Uniform Combined State Law Examination May 2004
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Matthew S. Rick
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
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, VT, WA, WI, WV

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BADGES
81

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