Stephanee Barra, financial advisor Pittsburgh PA
93 score

Stephanee Barra

CRD Number: 5945516
Current Firm: Pnc Investments

Stephanee Barra (CRD# 5945516) is an Investment Advisor Representative working at Pnc Investments in Pittsburgh, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Oct 2017 - Current < 1
Rusnak's Knickknacks New Castle, PA Mar 2015 - Current 3
Northwestern Mutual Investment Services, LLC Pittsburgh, PA Feb 2012 - Oct 2017 5
Kevin E. Miller Pittsburgh, PA Sep 2011 - Oct 2017 6
The Cheesecake Factory Pittsburgh, PA Jul 2016 - Oct 2016 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2011 - Sep 2011 < 1
Cheesecake Factory Pittsburgh, PA May 2009 - May 2011 2
Duquesne University Pittsburgh, PA Jan 2008 - May 2011 3
The Red Ring Pittsburgh, PA Feb 2008 - Feb 2009 1
Office Max Pittsburgh, PA Feb 2008 - Feb 2009 1
New Oxford High School New Oxford, PA Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Stephanee A. Barra
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    14,009
    MILLIONS
  • Total Number of Accounts
    91,053
    ACCOUNTS
  • Average Account Value
    $153,857
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
93
Clean Record
This advisor has a clean track record with regulators.

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