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
Years of Experience
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Pnc Investments Brokerage Details
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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.
Zach Bolden has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Pnc Investments