Pnc Investments

Investment Advisor
in Princeton Junction, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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



Office Location

354 Princeton-Hightstown Rd.
Princeton Junction, NJ 08550

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Pnc Investments Brokerage Details

Total Assets Under Management


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


NJ Average: 41
Total Number of Accounts


NJ Average: 3,342
Average Account Size


NJ Average: $4,737,880

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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


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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started