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
Years of Experience
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
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
The Vanguard Group, Inc
Bryan Aquatic Center
Starbucks Coffee Co
Sam Houston State University
Pier 1 Imports
Robert Zigmond has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Pnc Investments
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 firstname.lastname@example.org.
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.