Timothy
Bailey

Pnc Investments

CRD#3159945
Investment Advisor
in Charlotte, NC

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About this Advisor

Timothy Bailey is a financial advisor working in Charlotte, North Carolina, who has been in the advisory business for 10 years. Bailey is an employee of Pnc Investments. Their career trajectory has included roles at The Vanguard Group, Inc, Tde Capital and Pnc Investments LLC. Bailey maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina. Pnc Investments is a registered investment firm that has its headquarters in Charlotte, North Carolina. It has offices in 804 locations and a total of 1,516 financial advisors. It controls $26 billion in total assets across its 150,141 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 211 charities and foundations. Of its 150,141 accounts, just 1% are held by high-net-worth investors who have more than $1 million in assets available to invest. Pnc Investments performs 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 usually are based on which services the firm provides the client. Fees billed by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

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

Timothy Bailey Work History

Timothy has 10 years of experience.

2021 - Present (2 years)

Pnc Investments LLC

2013 - 2021 (8 years)

The Vanguard Group, Inc

2012 - 2013 (1 year)

Tde Capital

Disclosures

Timothy Bailey has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Pnc Investments

Scott Wise
Cleveland, OH
Jamie Bressler
Reynoldsburg, OH
Ryan Gorman
Pittsburgh, PA
Vesta Fisher
Greenwood, IN
Joseph Geronimo
Pittsburgh, PA
Christopher Todd
Dallas, TX
Brian Haschke
Canonsburg, PA
Keith Blumenstock
Charlotte, NC

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.

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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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