Allison
Zech

Pnc Investments

CRD#5115667
Investment Advisor
in Cleveland, OH

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About this Advisor

Allison Zech is a financial advisor working in Cleveland, Ohio who has 1 year of industry experience. Zech currently works for Pnc Investments. Over the course of their career, they have held roles at Lpl Financial LLC / Old National Investments, Edward Jones, Horace Mann Investors, Inc, Horace Mann Companies, Cuna Brokerage Services, Inc, Centra Credit Union, The Prudential Insurance Company Of America, Pruco Securities, LLC, Pnc Investments LLC, J.W. Cole Advisors, Inc and J.W. Cole Financial, Inc. Zech holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to work in Indiana. Pnc Investments is an advisory company based in Pittsburgh, PA. The company has offices in 583 locations and a total of 1,218 financial advisors. It manages $22 billion in assets under management among its 152,386 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 203 charitable organizations. Of its 152,386 client accounts, just 1% belong to high-net-worth individuals who have at least $1 million in assets. Pnc Investments provides a set of 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 largely depend on the financial services. However, fees charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

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

Cleveland Main Pnc Investments 1900 East 9Th Street
Cleveland, OH 44114

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Pnc Investments Brokerage Details

Total Assets Under Management

$21,629,770,547

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

1,218

OH Average: 41
Total Number of Accounts

152,386

OH Average: 3,342
Average Account Size

$141,941

OH 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

Allison Zech Work History

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

2022 - Present (2 years)

Pnc Investments LLC

2021 - 2022 (1 year)

The Prudential Insurance Company Of America

2021 - 2022 (1 year)

Pruco Securities, LLC

2019 - 2021 (2 years)

Cuna Brokerage Services, Inc

2019 - 2021 (2 years)

Centra Credit Union

2018 - 2019 (1 year)

Horace Mann Investors, Inc

2018 - 2019 (1 year)

Horace Mann Companies

2018 - 2018 (< 1 year)

J.W. Cole Advisors, Inc

2018 - 2018 (< 1 year)

J.W. Cole Financial, Inc

2017 - 2017 (< 1 year)

Edward Jones

2012 - 2017 (5 years)

Lpl Financial LLC / Old National Investments

*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 Allison Zech 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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