Keith
Foley

Pnc Investments

CRD#2034984
Investment Advisor
in Jupiter, FL

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About this Advisor

Keith Foley is a financial advisor operating in Jupiter, Florida, who has 10 years of financial industry experience. Foley is an employee of Pnc Investments. They have been employed by Pnc Investments for their total career. Foley has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Florida and South Carolina. Pnc Investments is a financial advisory business headquartered in Jupiter, Florida. The investment advisory business has offices in 804 locations and a total of 1,516 financial advisors. It administers $26 billion in assets between its 150,141 accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 211 charities and foundations. Of its 150,141 accounts, just 1% are held by high-net-worth clients who have at least $1 million in assets available to invest. Pnc Investments provides a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees usually vary depending on which services are offered. However, fee types billed by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

No

Office Location

5460 South Central Boulevard
Jupiter, FL 33458

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Pnc Investments Brokerage Details

Total Assets Under Management

$26,424,820,270

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

1,516

FL Average: 41
Total Number of Accounts

150,141

FL Average: 3,342
Average Account Size

$176,000

FL Average: $4,737,880

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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

Keith Foley Work History

Keith has 10 years of experience.

2012 - Present (10 years)

Pnc Investments

Disclosures

Keith Foley has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Pnc Investments

Alfred Farrell
Holmdel, NJ
Christopher Todd
Dallas, TX
Christopher Neal
Charlotte, NC
Brian Haschke
Canonsburg, PA
Jennifer Stoll
Cleveland, OH
Scott Wise
Cleveland, OH
Ryan Gorman
Pittsburgh, PA
Keith Foley
Jupiter, FL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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