Robert
Zigmond

Pnc Investments

CRD#6745995
Investment Advisor
in Charlotte, NC

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About this Advisor

Robert Zigmond is a financial advisor operating in Charlotte, North Carolina who has 1 year of relevant experience. Zigmond works at Pnc Investments. During their career, the advisor 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 maintains Series 65 and Series 63 licenses, qualifying 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 company headquartered in Pittsburgh, PA. The company has offices in 583 locations and a total of 1,218 advisors. It handles $22 billion in assets under management across its 152,386 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 203 charitable organizations. Of its 152,386 accounts, just 1% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules are based on the type of services provided. Fee types billed by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

1 year

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 Providence Rd.
Charlotte, NC 28207

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Pnc Investments Brokerage Details

Total Assets Under Management

$21,629,770,547

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

1,218

NC Average: 41
Total Number of Accounts

152,386

NC Average: 3,342
Average Account Size

$141,941

NC 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

Robert Zigmond Work History

Robert has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

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

*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 Robert Zigmond 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

Justin Fornataro
Pittsburgh, PA
Joseph Geronimo
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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