Anthony Barone, financial advisor Sheffield Lake OH
89 score

Anthony Barone

CRD Number: 5313945
Current Firm: Pnc Investments

Anthony Barone (CRD# 5313945) is an Investment Advisor Representative working at Pnc Investments in Sheffield Lake, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Youngstown, OH Jun 2015 - Current 1
Pnc Bank Youngstown, OH Jun 2015 - Current 1
Pnc Bank West Orange, NJ Feb 2014 - Jun 2015 1
Pnc Investments LLC Pittsburgh, PA Feb 2014 - Jun 2015 1
Pnc Bank 401 Beaver Street, PA Apr 2008 - Feb 2014 5
Ameriprise Financial Services, Inc. Sewickley, PA May 2007 - Apr 2008 < 1
Cfs Home Loans, Inc. Pittsburgh, PA May 2003 - May 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Anthony J. Barone
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • PA
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
89
Clean Record
This advisor has a clean track record with regulators.

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