Zach
Bolden

Pnc Investments

CRD#5705931
Investment Advisor
in Fairhope, AL

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Zach Bolden is a financial advisor in Fairhope, Alabama. Currently an advisor at Pnc Investments, Bolden has 11 years of professional experience in the financial advisory industry. Bolden has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Bolden is registered to operate based out of Alabama. Over the course of their career, they have held roles at Edward Jones and Pnc Investments. Pnc Investments is based out of Fairhope, Alabama, and has 804 other offices in the nation. As an advisory firm, Pnc Investments oversees $18 billion in assets dispersed across 118,067 client accounts and retains more than 1,272 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the nation. The firm manages 115,131 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 1% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Pnc Investments provides portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

949 Fairhope Avenue
Fairhope, AL 36532

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Pnc Investments Brokerage Details

Total Assets Under Management

$18,449,085,524

AL Average: $15,833,994,310
Total Number of Employees

1,272

AL Average: 41
Total Number of Accounts

118,067

AL Average: 3,342
Average Account Size

$156,259

AL Average: $4,737,880

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Zach Bolden Work History

Zach has 11 years of experience.

2012 - Present (9 years)

Pnc Investments

2009 - 2012 (3 years)

Edward Jones

Disclosures

Zach Bolden has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Pnc Investments

William Mcnally
Youngstown, OH
Jose Moreno-Silva
Pittsburgh, PA
Anthony Quinlan
Pittsburgh, PA
Joseph Fiumara
Flanders, NJ
Peter Halbrook
Washington, DC
Anthony Gummo
Charlotte, NC
Mohamad Hussein
Portage, MI
Shuron Morton
Baltimore, MD

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started