Alfred
Farrell

Pnc Investments

CRD#5967762
Investment Advisor
in Holmdel, NJ

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About this Advisor

Alfred Farrell is a financial advisor based in Holmdel, New Jersey, with a total of 10 years of experience as a financial advisor. Farrell is currently employed by Pnc Investments. Throughout their career, Farrell has worked at Vfinance Investments, Merrill Lynch, Pierce, Fenner And Smith Inc, Vfinance, Bank Of America, N.A, Pnc Investments, Santander Securities LLC and Santander Bank Na. Farrell has Series 63 and Series 66 licenses, qualifying them as a securities agent, and can operate in New Jersey. Pnc Investments is a registered investment firm that has its headquarters in Holmdel, New Jersey. The company has offices in 804 locations and a total of 1,516 employees. It administers $26 billion in assets under management across its 150,141 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 211 charities and foundations. Of its 150,141 client accounts, just 1% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Pnc Investments performs a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely vary depending on the type of financial services offered. Fees charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 63, 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

Yes

Office Location

Holmdel 2109 Route 35 Holmdel Town Center
Holmdel, NJ 07733

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Pnc Investments Brokerage Details

Total Assets Under Management

$26,424,820,270

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

1,516

NJ Average: 41
Total Number of Accounts

150,141

NJ Average: 3,342
Average Account Size

$176,000

NJ 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

Alfred Farrell Work History

Alfred has 10 years of experience.

2018 - Present (4 years)

Pnc Investments

2016 - 2018 (2 years)

Santander Securities LLC

2016 - 2018 (2 years)

Santander Bank Na

2013 - 2016 (3 years)

Bank Of America, N.A

2012 - 2012 (< 1 year)

Vfinance Investments

2012 - 2016 (4 years)

Merrill Lynch, Pierce, Fenner And Smith Inc

2012 - 2012 (< 1 year)

Vfinance

Disclosures

Alfred Farrell has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Pnc Investments

Alfred Farrell
Holmdel, NJ
Beverly Thomas
Clinton, MD
Keith Blumenstock
Charlotte, NC
Joseph Geronimo
Pittsburgh, PA
Robert Zigmond
Charlotte, NC
Marc Blount
Pittsburgh, PA
Jason Daniels
West Palm Beach, FL
Todd Davis
Charlotte, NC

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.

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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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