Philip Soeder, financial advisor Pittsburgh PA
89 score

Philip Soeder

CRD Number: 6297533
Current Firm: Pnc Investments

Philip Soeder (CRD# 6297533) 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 May 2016 - Current < 1
Pnc Investments Pittsburgh, PA Nov 2015 - May 2016 < 1
Mdt Advisers, A Division Of Federated Mdta LLC Boston, MA Apr 2014 - Nov 2015 1
Federated Investment Counseling Pittsburgh, PA Apr 2014 - Nov 2015 1
Federated Global Investment Management Corp New York, NY Apr 2014 - Nov 2015 1
Federated Investors Inc. Pittsburgh, PA Feb 2014 - Nov 2015 1
Federated Securities Corp Pittsburgh, PA Feb 2014 - Nov 2015 1
Unemployed Cincinnati, OH Sep 2013 - Feb 2014 < 1
Total Quality Logistics Cincinnati, OH Aug 2012 - Sep 2013 1
Wilson Mcginley Co Pittsburgh, PA May 2012 - Aug 2012 < 1
Washington & Jefferson Washington, PA Aug 2008 - May 2012 3
Washington & Jefferson Washington, PA Aug 2008 - May 2012 3
Wilson Mcginley Co Pittsburgh, PA May 2011 - Aug 2011 < 1
The Pittsburgh Steelers Pittsburgh, PA May 2010 - Aug 2010 < 1
Bodytech Gym Pittsburgh, PA May 2009 - Aug 2009 < 1
Shady Side Academy Pittsburgh, PA Aug 2004 - May 2008 3
The Pittsburgh Steelers Pittsburgh, PA Jun 2007 - Aug 2007 < 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Philip J. Soeder
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • PA
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
89
Clean Record
This advisor has a clean track record with regulators.

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