Laura
Capporelli

Pnc Investments

CRD#5244993
Investment Advisor
in Davenport, FL

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About this Advisor

Laura Capporelli is a financial advisor based in Davenport, Florida, with a total of 8 years of relevant experience. Capporelli is an advisor for Pnc Investments. The advisor has gained experience at Nathan Thomas Insurance Agency, State Farm Vp Management Corp, Craig Martin Insurance Agency and Pnc Investments. Capporelli has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Pnc Investments is a registered investment business operating out of Pittsburgh, PA. The firm has offices in 583 locations and a total of 1,218 financial advisors. It controls $22 billion in total assets among its 152,386 accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advice to 203 charitable organizations. Of its 152,386 client accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets available to invest. Pnc Investments has a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees usually vary depending on the type of financial services provided. Fees charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

8 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

Office Location

8321 Champions Gate Boulevard
Davenport, FL 33896

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Pnc Investments Brokerage Details

Total Assets Under Management

$21,629,770,547

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

1,218

FL Average: 41
Total Number of Accounts

152,386

FL Average: 3,342
Average Account Size

$141,941

FL Average: $4,737,880

Investment Advisory Services

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

Laura Capporelli Work History

Laura has been registered as a financial advisor for 8 years.*

2014 - Present (10 years)

Pnc Investments

2014 - 2014 (< 1 year)

Craig Martin Insurance Agency

2014 - 2014 (< 1 year)

State Farm Vp Management Corp

2010 - 2014 (4 years)

Nathan Thomas Insurance Agency

2010 - 2014 (4 years)

State Farm Vp Management Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Laura Capporelli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pnc Investments

Gregory Blake
Pittsburgh, PA
Robert Davidson
Pittsburgh, PA
Justin Fornataro
Pittsburgh, PA
Christopher Todd
Cleveland, OH
Tom Hornak
Avon, IN
Daphne Warner
Dayton, OH
Dennis Lacey
Emerson, NJ
Roger Marvinney
Bernardsville, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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