William Casale, financial advisor Solon OH

William Casale

CRD Number: 6600088
Current Firm: Pnc Investments

William Casale (CRD# 6600088) is an Investment Advisor Representative working at Pnc Investments in Solon, OH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Oct 2018 - Current 3
Pnc Bank Solon, OH Jul 2017 - Oct 2018 1
Pnc Investments Pittsburgh, PA Jul 2017 - Oct 2018 1
Jp Morgan Securities LLC Chesterland, OH Dec 2015 - Jun 2017 1
Jpmorgan Chase Bank Chesterland, OH Dec 2015 - Jun 2017 1
Firstmerit Bank Northfield, OH Nov 2014 - Dec 2015 1
Firstmerit Bank Northfield, OH Oct 2013 - Nov 2014 1
Kent State University Kent, OH Aug 2011 - Dec 2013 2
Kent State University Kent, OH Jun 2013 - Oct 2013 < 1
Kent State University Kent, OH Aug 2011 - May 2013 1
The Learned Owl Book Shop Hudson, OH May 2010 - Jan 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2018
S63 Uniform Securities State Law Examination Oct 2017
Contact Info for William R. Casale
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    21,657
    MILLIONS
  • Total Number of Accounts
    129,028
    ACCOUNTS
  • Average Account Value
    $167,850
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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