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).
-
Total Assets Under Management11,195MILLION
-
Total Number of Accounts78,826ACCOUNTS
-
Average Account Value$142,023
- A percentage of assets under your management
- 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)
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
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.
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.
Juan Barrowes (CRD# 2499996) is an Investment Advisor Representative working at Pnc Investments in Damascus, MD and has over 19 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.
Paula Brown (CRD# 2329532) is an Investment Advisor Representative working at Pnc Investments in Wyoming, PA and has over 24 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.
Dennis Carter (CRD# 2124510) is an Investment Advisor Representative working at Pnc Investments in Baltimore, MD and has over 26 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.
Emil Defeo (CRD# 1339908) is an Investment Advisor Representative working at Pnc Investments in Bridgewater, NJ and has over 32 years of experience in the finance industry.
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.
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.
Robert Haugh (CRD# 3052604) is an Investment Advisor Representative working at Pnc Investments in Baltimore, MD and has over 19 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.
Cynthia Nagel (CRD# 1687991) is an Investment Advisor Representative working at Pnc Investments in Mooresville, NC and has over 27 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.