Phillip
Dragisic

Pnc Investments

CRD#5278396
Investment Advisor
in Tinley Park, IL

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About this Advisor

Phillip Dragisic is a financial advisor whose office is in Tinley Park, Illinois. Currently an advisor at Pnc Investments, they have accumulated 10 years of experience in the financial advisory industry. Dragisic has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Dragisic is able to advise customers based out of Illinois. Their career trajectory has included roles at Chase Investment Services Corp and Pnc Investments. Pnc Investments is located in Tinley Park, Illinois, and operates out of 804 additional brick-and-mortar locations throughout the United States. As a company, Pnc Investments manages $18 billion in assets covering 118,067 client accounts and employs more than 1,272 people. The level of assets currently under the firm's management places it among the largest firms in the United States. The firm manages 115,131 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the investment 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 may charge clients asset-based fees.

Certifications and Registrations

Series 66

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

7151 West 159Th Street
Tinley Park, IL 60477

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Pnc Investments Brokerage Details

Total Assets Under Management

$18,449,085,524

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

1,272

IL Average: 41
Total Number of Accounts

118,067

IL Average: 3,342
Average Account Size

$156,259

IL 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

Phillip Dragisic Work History

Phillip has 10 years of experience.

2015 - Present (7 years)

Pnc Investments

2012 - 2015 (3 years)

Pnc Investments

2011 - 2012 (1 year)

Chase Investment Services Corp

Disclosures

Phillip Dragisic has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Pnc Investments

Derek Ghiotto
Bolingbrook, IL
Ryan Murphy
Mishawaka, IN
Zachary Evock
Saint Marys, PA
Gregory Hilgenberg
Grayslake, IL
Adam Smith
Canton, MI
Alexander Abramson
Fredericksburg, VA
Daniel Odonnell
Belle Vernon, PA
Michael Trpcic
Pittsburgh, PA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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