Shawn Wendel, financial advisor Morgantown WV

Shawn Wendel

CRD Number: 5801964
Current Firm: Pnc Investments

Shawn Wendel (CRD# 5801964) is an Investment Advisor Representative working at Pnc Investments in Morgantown, WV and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments, LLC Pittsburgh, PA Apr 2016 - Current 8
Pnc Investments Uniontown, PA Jun 2014 - Apr 2016 1
Pnc Bank Uniontown, PA Jun 2014 - Apr 2016 1
W Ken Helmick Connellsville, PA Mar 2014 - Jun 2014 < 1
Brian Fetsco Connellsville, PA Mar 2014 - Jun 2014 < 1
Northwestern Mutual Investment Services, LLC Pittsburgh, PA Jun 2011 - Jun 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Shawn A. Wendel
Phone Number: 800-762-6111
Registered State(s):
  • PA
  • WV
By the Numbers
  • Total Assets Under Management
    23,896
    MILLIONS
  • Total Number of Accounts
    152,189
    ACCOUNTS
  • Average Account Value
    $157,014
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

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