Roger
Marvinney

Pnc Investments

CRD#4964054
Investment Advisor
in Bernardsville, NJ

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About this Advisor

Roger Marvinney is a financial advisor working out of Bernardsville, New Jersey with a total of 10 years of industry experience. Marvinney currently works for Pnc Investments. They have spent their entire employment at Pnc Investments. Marvinney maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to advise clients in New Jersey. Pnc Investments is a registered investment company based out of Pittsburgh, PA. The investment advisory business has offices in 583 locations and a total of 1,218 people on staff. It handles $22 billion in total assets between its 152,386 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 203 charitable organizations. Of its 152,386 customer accounts, just 1% belong to high-net-worth individuals who have at least $1 million in assets. Pnc Investments has a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services largely depend on which services are offered. However, fees billed by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

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

71 Morristown Road
Bernardsville, NJ 07924

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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

Roger Marvinney Work History

Roger has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Pnc Investments LLC

*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 Roger Marvinney 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

Robert Burns
Pittsburgh, PA
Justin Fornataro
Pittsburgh, PA
Eric Palomo
Cleveland, OH
Nicholas Sarnacki
South Lyon, MI
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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