Philip
Patragnoni

Pnc Investments

CRD#2120520
Investment Advisor
in Cherry Hill, NJ

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About this Advisor

Philip Patragnoni is a financial advisor who works in Cherry Hill, New Jersey with 19 years of industry experience. Patragnoni currently works for Pnc Investments. They have been with Pnc Investments for their whole career. Patragnoni has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in New Jersey. Pnc Investments is a firm operating out of Pittsburgh, PA. The company has offices in 583 locations and a total of 1,218 financial advisors. It handles $22 billion in assets under management across its 152,386 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 203 charitable organizations. Of its 152,386 customer accounts, just 1% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services typically vary depending on which services the firm provides the client. However, fee types billed by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

19 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

200 Lake Drive East 3Rd Floor
Cherry Hill, NJ 08002

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Pnc Investments Brokerage Details

Total Assets Under Management

$21,629,770,547

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

1,218

NJ Average: 41
Total Number of Accounts

152,386

NJ Average: 3,342
Average Account Size

$141,941

NJ 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

Philip Patragnoni Work History

Philip has been registered as a financial advisor for 19 years.*

2004 - Present (20 years)

Pnc Investments

*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 Philip Patragnoni 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

Joseph Geronimo
Pittsburgh, PA
Abby Smith
Pittsburgh, PA
Nicholas Sarnacki
South Lyon, MI
Robert Burns
Pittsburgh, PA
Tom Hornak
Avon, IN
Daphne Warner
Dayton, OH
Dennis Lacey
Emerson, NJ
Eric Palomo
Cleveland, OH

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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