Robert
Zigmond

Pnc Investments

CRD#6745995
Investment Advisor
in Charlotte, NC

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About this Advisor

Robert Zigmond is a financial advisor who works in Charlotte, North Carolina, who has 10 years in the industry. Zigmond is an employee of Pnc Investments. During their career, Zigmond has held roles at The Vanguard Group, Inc, Harris Teeter, Bryan Aquatic Center, Starbucks Coffee Co, Pier 1 Imports, Sam Houston State University, Pnc Bank, Pnc Investments and Homemaking. Zigmond holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. Pnc Investments is a registered investment firm based out of Charlotte, North Carolina. The firm has offices in 804 locations and a total of 1,516 employees. It manages $26 billion in assets across its 150,141 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 211 charitable organizations. Of its 150,141 client accounts, just 1% belong to high-net-worth investors who have at least $1 million in investable assets. The advisory firm provides a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually are based on the services. Fee types billed by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

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

No

Office Location

200 Providence Rd.
Charlotte, NC 28207

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Pnc Investments Brokerage Details

Total Assets Under Management

$26,424,820,270

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

1,516

NC Average: 41
Total Number of Accounts

150,141

NC Average: 3,342
Average Account Size

$176,000

NC 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

Robert Zigmond Work History

Robert has 10 years of experience.

2021 - Present (1 year)

Pnc Investments

2020 - 2021 (1 year)

Pnc Investments

2019 - 2020 (1 year)

Pnc Investments

2018 - 2019 (1 year)

Pnc Bank

2017 - 2017 (< 1 year)

The Vanguard Group, Inc

2017 - 2018 (1 year)

Homemaking

2016 - 2016 (< 1 year)

Harris Teeter

2015 - 2016 (1 year)

Bryan Aquatic Center

2014 - 2015 (1 year)

Starbucks Coffee Co

2013 - 2015 (2 years)

Sam Houston State University

2012 - 2014 (2 years)

Pier 1 Imports

Disclosures

Robert Zigmond has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Pnc Investments

David Massey
Horsham, PA
Cristian Hirit
Niles, IL
Brian Haschke
Canonsburg, PA
Ryan Gorman
Pittsburgh, PA
Keith Blumenstock
Charlotte, NC
Granville Washington
Charlotte, NC
Evan Horsley
Monroeville, PA
David Scordato
Little Falls, NJ

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.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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