Richard Passarelli, financial advisor Chicago IL
83 score

Richard Passarelli

CRD Number: 1179077
Current Firm: Pnc Investments

Richard Passarelli (CRD# 1179077) is an Investment Advisor Representative working at Pnc Investments in Chicago, IL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Westchester, IL Feb 2011 - Current 5
Fifth Third Bank Chicago, IL Mar 2007 - Feb 2011 3
Fifth Third Securities Chicago, IL Mar 2007 - Feb 2011 3
Unemployed Justice, IL Jan 2007 - Mar 2007 < 1
Abn Amro Financial Services, Inc. Chicago, IL Aug 2003 - Jan 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1991
S66 NASAA Uniform Combined State Law Examination May 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Richard A. Passarelli
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • IL
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
83

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