Ronald
Rotondo Jr

Pnc Investments

CRD#6547023
Investment Advisor
in Peoria, IL

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About this Advisor

Ronald Rotondo Jr is a financial advisor working out of Peoria, Illinois with a total of 4 years of relevant experience. Rotondo Jr is on the advisory team at Pnc Investments. During their career, Rotondo Jr has held roles at Brookdale Senior Living-Lake Seminole Square, Ron Rotondo Music, Ameritas Investment Corp, Insurance Services Inc, Best Buy and Pnc Investments. Rotondo Jr has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois. Pnc Investments is a registered investment firm based out of Pittsburgh, PA. The investment advisory business has offices in 583 locations and a total of 1,218 advisors. It controls $22 billion in total assets across its 152,386 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 203 charitable organizations. Of its 152,386 customer accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets available to invest. Pnc Investments performs a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees usually are based on which services the firm provides the client. Fee types billed by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

301 Southwest Adams Street 3Rd Floor
Peoria, IL 61602

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Pnc Investments Brokerage Details

Total Assets Under Management

$21,629,770,547

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

1,218

IL Average: 41
Total Number of Accounts

152,386

IL Average: 3,342
Average Account Size

$141,941

IL 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

Ronald Rotondo Jr Work History

Ronald has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Pnc Investments

2011 - Present (13 years)

Ron Rotondo Music

2018 - 2018 (< 1 year)

Best Buy

2015 - 2019 (4 years)

Ameritas Investment Corp

2015 - 2019 (4 years)

Insurance Services Inc

2006 - 2015 (9 years)

Brookdale Senior Living-Lake Seminole Square

*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 Ronald Rotondo Jr 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

Matthew Ramer
Auburn, IN
Christopher Todd
Cleveland, OH
Eric Palomo
Cleveland, OH
Justin Fornataro
Pittsburgh, PA
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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