Michael Smith, financial advisor Indialantic FL

Michael Smith

CRD Number: 7098340
Current Firm: Pnc Investments

Michael Smith (CRD# 7098340) is an Investment Advisor Representative working at Pnc Investments in Indialantic, FL and has over 3 years of experience in the finance industry.

Similar Advisors
Brenda Abramski, financial advisor Indialantic FL
Brenda G. Abramski
CRD# 5384856
Truist Advisory Services, Inc.
Similar Advisors
Donald Adams, financial advisor Indialantic FL
Donald Adams
CRD# 1753312
Wells Fargo Advisors Financial Network, LLC
Similar Advisors
David Allen, financial advisor Indialantic FL
David P. Allen
CRD# 1210763
Kestra Advisory Services, LLC
Company Name Location Dates Years
Pnc Investments Melbourne, FL Aug 2021 - Current 1
Fidelity Investments Melbourne, FL Jun 2021 - Aug 2021 < 1
Edward Jones St Louis, MO Apr 2019 - Apr 2021 2
Rooms To Go West Melbourne, FL Jan 2018 - Apr 2019 1
Unemployed Sebastian, FL Sep 2017 - Dec 2017 < 1
The Lofts Orlando, FL Jan 2015 - Aug 2017 2
University Of Central Florida Orlando, FL Jan 2015 - Jul 2017 2
Doctor Clean Vero Beach, FL Aug 2013 - Dec 2014 1
Indian River State College Ft. Pierce, FL Jan 2013 - Dec 2014 1
Unemployed Sebastian, FL Nov 2012 - Jul 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Michael Smith
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    26,425
    MILLIONS
  • Total Number of Accounts
    150,141
    ACCOUNTS
  • Average Account Value
    $176,000
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.