Rebecca O'brien, financial advisor Pittsburgh PA
90 score

Rebecca O'brien

CRD Number: 5978079
Current Firm: Pnc Capital Advisors LLC

Rebecca O'brien (CRD# 5978079) is an Investment Advisor Representative working at Pnc Capital Advisors LLC in Pittsburgh, PA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Capital Advisors, LLC Pitsburgh, PA Nov 2014 - Current 3
Pnc Funds Distributor, Llcp Pittsburgh, PA Nov 2014 - Current 3
Mdt Advisers, A Division Of Federated Mdta LLC Boston, MA Dec 2011 - Nov 2014 2
Federated Investment Counseling Pittsburgh, PA Dec 2011 - Nov 2014 2
Federated Global Investment Management Corp New York, NY Dec 2011 - Nov 2014 2
Federated Investors Inc. Pittsburgh, PA Sep 2011 - Nov 2014 3
Federated Securities Corp Pittsburgh, PA Sep 2011 - Nov 2014 3
Bny Mellon Pittsburgh, PA Jun 2010 - Sep 2011 1
Bny Mellon Pittsburgh, PA May 2009 - May 2010 1
Duquesne University Pittsburgh, PA Aug 2006 - May 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Rebecca L. O'brien
Phone Number: 410-237-5683
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    41,592
    MILLIONS
  • Total Number of Accounts
    10,692
    ACCOUNTS
  • Average Account Value
    $3,890,056
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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