Patrick Naughton, financial advisor Pittsburgh PA
93 score

Patrick Naughton

CRD Number: 2997679
Current Firm: Pnc Capital Advisors LLC

Patrick Naughton (CRD# 2997679) is an Investment Advisor Representative working at Pnc Capital Advisors LLC in Pittsburgh, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Funds Distributor, LLC Pittsburgh, PA Dec 2013 - Current 3
Pnc Capital Advisors, LLC Baltimore, MD May 2009 - Current 7
Pnc Institutional Investments Pittsburgh, PA May 2007 - Current 9
Professional Funds Distributor, LLC King Of Prussia, PA Jan 2010 - Jan 2012 2
Pnc Fund Distributor, LLC Baltimore, MD May 2009 - Dec 2009 < 1
Northeast Securities, Inc. Mitchel Field, NY Dec 2005 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
S65 NASAA Investment Advisors Law Examination Apr 1998
Contact Info for Patrick J. Naughton
Phone Number: 410-237-5683
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    41,592
    MILLIONS
  • Total Number of Accounts
    10,692
    ACCOUNTS
  • Average Account Value
    $3,890,056
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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