Paresh
Patel

Pnc Investments

CRD#5423721
Investment Advisor
in Princeton Junction, NJ

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About this Advisor

Paresh Patel is a financial advisor operating out of Princeton Junction, New Jersey, with a total of 10 years of financial industry experience. Patel is an employee of Pnc Investments. Their career trajectory has included roles at Pnc Investments. Patel has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to advise clients in New Jersey. Pnc Investments is a firm that has its headquarters in Princeton Junction, New Jersey. The company has offices in 804 locations and a total of 1,272 financial advisors. It manages $18 billion in assets across its 118,067 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 150 charitable organizations. Of its 118,067 accounts, just 1% are associated with high-net-worth clients who have at least $1 million in investable assets. Pnc Investments provides a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules usually vary depending on which services are provided. Fee types billed 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

354 Princeton-Hightstown Rd.
Princeton Junction, NJ 08550

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Pnc Investments Brokerage Details

Total Assets Under Management

$18,449,085,524

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

1,272

NJ Average: 41
Total Number of Accounts

118,067

NJ Average: 3,342
Average Account Size

$156,259

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

Paresh Patel Work History

Paresh has 10 years of experience.

2014 - Present (8 years)

Pnc Investments

2010 - 2014 (4 years)

Pnc Investments

Disclosures

Paresh Patel has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Pnc Investments

Eric Miller
Carnegie, PA
Matthew Holmes
Cincinnati, OH
Shuron Morton
Baltimore, MD
Clinton Carrier
Louisville, KY
Kevin Martin
Springfield, OH
Alan Dennis
Columbus, OH
Kevin Grotlisch
Prattville, AL
Stephanie Kircher
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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