Martha Gillespie, financial advisor Horsham PA

Martha Gillespie

CRD Number: 6398479
Current Firm: Pnc Investments

Martha Gillespie (CRD# 6398479) is an Investment Advisor Representative working at Pnc Investments in Horsham, PA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Horsham, PA Mar 2020 - Current < 1
Citizens Bank Norrstown, PA Aug 2019 - Mar 2020 < 1
Citizens Securities Inc. Norristown, PA Aug 2019 - Mar 2020 < 1
Wells Fargo Clearing Services, LLC Blue Bell, PA Nov 2016 - Jul 2019 2
Wells Fargo Bank, Na Blue Bell, PA May 2014 - Jul 2019 5
Wells Fargo Advisors, LLC Blue Bell, PA Sep 2014 - Nov 2016 2
Td Bank Harleysville, PA Apr 2014 - Apr 2014 < 1
Citizens Bank Blue Bell, PA Nov 2011 - Apr 2014 2
Self Employed / Coldwell Banker North Wales, PA Oct 2010 - May 2012 1
Td Bank Harleysville, PA May 2010 - Jan 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2014
S65 NASAA Investment Advisors Law Examination Sep 2019
Contact Info for Martha J. Gillespie
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    18,449
    MILLIONS
  • Total Number of Accounts
    118,067
    ACCOUNTS
  • Average Account Value
    $156,259
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, VI, VT, WA, WI, WV, WY

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