Trevor Smith, financial advisor Pittsburgh PA

Trevor Smith

CRD Number: 6845692
Current Firm: Pnc Investments

Trevor Smith (CRD# 6845692) is an Investment Advisor Representative working at Pnc Investments in Pittsburgh, PA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Apr 2019 - Current 5
University Of Pittsburgh Pittsburgh, PA Sep 2014 - Current 9
Pnc Investments, LLC Pittsburgh, PA Aug 2017 - Apr 2019 1
Pnc Investments Pittsburgh, PA Jun 2017 - Dec 2017 < 1
Pnc Bank Cranberry, PA Apr 2016 - May 2017 1
Community Human Services Pittsburgh, PA Apr 2012 - Apr 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2017
Contact Info for Trevor H. Smith
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • PA
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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