Pnc Investments

Pnc Investments (CRD# 129052) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $11,195,073,167 in 78,826 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    11,195
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Pnc Investments
Showing 1 - 10 of 1,654 top financial advisors.
1
Jorge I. Seda Rivera
CRD#: 4035135
1977 West Galena Boulevard, Aurora, IL 60506
101
Wealthminder
score

Jorge Seda Rivera (CRD# 4035135) is an Investment Advisor Representative working at Pnc Investments in Aurora, IL and has over 15 years of experience in the finance industry.

2
James C. Cunningham
CRD#: 6087171
2360 North 124th St., Wauwatosa, WI 53226
97
Wealthminder
score

James "Jay" Cunningham (CRD# 6087171) is an Investment Advisor Representative working at PNC Investments in Wauwatosa, WI and has over 3 years of experience in the finance industry.

 

Jay earned a bachelor's degree in economics and a minor in business from Texas A&M University.

 

As a Financial Advisor with PNC Investments, Jay is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals, and risk tolerance. Having obtained the Chartered Mutual Fund Counselor (CMFC®) designation Jay's mission is to provide every client with targeted, comprehensive financial advice delivered with the highest level of personal service and professional integrity using resources from investments, banking, and insurance.

Away from the office, Jay enjoys playing golf, hiking, kayaking, shooting sporting clays, and reading.  Jay and his wife, Melissa Cunningham live in Germantown WI, where they attend LifeChurch and are actively involved in the community.

3
Juan A. Barrowes
CRD#: 2499996
Damascus, 26203 Ridge Road, Damascus, MD 20872
96
Wealthminder
score

Juan Barrowes (CRD# 2499996) is an Investment Advisor Representative working at Pnc Investments in Damascus, MD and has over 18 years of experience in the finance industry. Juan Barrowes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Paula Brown
CRD#: 2329532
Midway Shopping Center, Wyoming, PA 18644
96
Wealthminder
score

Paula Brown (CRD# 2329532) is an Investment Advisor Representative working at Pnc Investments in Wyoming, PA and has over 23 years of experience in the finance industry. Paula Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Dennis G. Carter
CRD#: 2124510
1 East Pratt Street, Baltimore, MD 21202
96
Wealthminder
score

Dennis Carter (CRD# 2124510) is an Investment Advisor Representative working at Pnc Investments in Baltimore, MD and has over 25 years of experience in the finance industry. Dennis Carter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Emil Defeo
CRD#: 1339908
454 State Route 28, Bridgewater, NJ 08807
96
Wealthminder
score

Emil Defeo (CRD# 1339908) is an Investment Advisor Representative working at Pnc Investments in Bridgewater, NJ and has over 31 years of experience in the finance industry.

7
Ronald A. Gallagher
CRD#: 4438215
291 Beverly Rd., Pittsburgh, PA 15216
96
Wealthminder
score

Ronald Gallagher (CRD# 4438215) is an Investment Advisor Representative working at Pnc Investments in Pittsburgh, PA and has over 15 years of experience in the finance industry. Ronald Gallagher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Matthew D. Hashimoto
CRD#: 4984016
Uptown (md), 1100 North Charles Street, Baltimore, MD 21201
96
Wealthminder
score

Matthew Hashimoto (CRD# 4984016) is an Investment Advisor Representative working at Pnc Investments in Baltimore, MD and has over 9 years of experience in the finance industry.

9
Robert A. Haugh
CRD#: 3052604
1 East Pratt Street, Baltimore, MD 21202
96
Wealthminder
score

Robert Haugh (CRD# 3052604) is an Investment Advisor Representative working at Pnc Investments in Baltimore, MD and has over 18 years of experience in the finance industry. Robert Haugh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Cynthia B. Nagel
CRD#: 1687991
298 Williamson Road, Mooresville, NC 28117
96
Wealthminder
score

Cynthia Nagel (CRD# 1687991) is an Investment Advisor Representative working at Pnc Investments in Mooresville, NC and has over 26 years of experience in the finance industry. Cynthia Nagel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.