Kyle Axelson, financial advisor Sewickley PA
89 score

Kyle Axelson

CRD Number: 6156300
Current Firm: Pnc Investments

Kyle Axelson (CRD# 6156300) is an Investment Advisor Representative working at Pnc Investments in Sewickley, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Jan 2013 - Current 3
Pnc Bank Pittsburgh, PA Aug 2012 - Current 4
Kennywood Amusement Park West Mifflin, PA May 2006 - Current 10
James Lavelle Catholic/west Mifflin Area/ Penn State University West Mifflin/ Mckeesport/ State College, PA Jan 2003 - May 2012 9
Bny Mellon Pittsburgh, PA May 2011 - Aug 2011 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Kyle W. Axelson
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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