Pnc Investments

Investment Advisor
in Cleveland, OH

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About this Advisor

Brett Katana is a financial advisor based in Cleveland, Ohio, with a total of 4 years of industry experience. Katana is an advisor for Pnc Investments. Throughout their career, Katana has worked at Pnc Investments, Pnc Capital Advisors, LLC and Pnc Funds Distributor LLC. Katana maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Indiana, Ohio and Pennsylvania. Pnc Investments is a company based out of Pittsburgh, PA. The company has offices in 583 locations and a total of 1,218 people on staff. It handles $22 billion in total assets between its 152,386 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 203 charitable organizations. Of its 152,386 customer accounts, just 1% are associated with high-net-worth investors who have more than $1 million in investable assets. Pnc Investments performs 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 usually depend on which services the firm provides the client. Fees charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

Office Location

1900 E. 9Th Street (Osj)
Cleveland, OH 44114

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Pnc Investments Brokerage Details

Total Assets Under Management


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


OH Average: 41
Total Number of Accounts


OH Average: 3,342
Average Account Size


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

Brett Katana Work History

Brett has been registered as a financial advisor for 4 years.*

2021 - Present (3 years)

Pnc Investments

2019 - 2021 (2 years)

Pnc Investments

2017 - 2019 (2 years)

Pnc Capital Advisors, LLC

2017 - 2019 (2 years)

Pnc Funds Distributor LLC

2013 - 2017 (4 years)

Pnc 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.


Please visit the SEC profile of Brett Katana 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

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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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