Christopher
Todd

Pnc Investments

CRD#6269577
Investment Advisor
in Cleveland, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Christopher Todd is a financial advisor based out of Cleveland, Ohio, with 2 years of industry experience. Todd works at Pnc Investments. Throughout their career, they have worked at Td Ameritrade, Compass Bank, Bbva Securities Inc, Bbva Compass Insurance Agency, Inc, Bbva Wealth Solutions Inc and Pnc Investments. Todd holds Series 66 and Series 63 licenses, certifying them as a securities representative, and is able to operate in Texas. Pnc Investments is a registered investment firm operating out of Pittsburgh, PA. The investment advisory business has offices in 583 locations and a total of 1,218 advisors. It controls $22 billion in assets among its 152,386 customer accounts, making it one of the biggest financial advisory 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 individuals who have greater than $1 million in investable assets. Pnc Investments provides a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically depend on which services are provided. However, fees charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

2 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

Crd 1900 E. 9Th Street
Cleveland, OH 44114

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

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

Christopher Todd Work History

Christopher has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Pnc Investments

2016 - 2021 (5 years)

Bbva Compass Insurance Agency, Inc

2016 - 2021 (5 years)

Bbva Wealth Solutions Inc

2015 - 2021 (6 years)

Compass Bank

2015 - 2021 (6 years)

Bbva Securities Inc

2013 - 2015 (2 years)

Td Ameritrade

*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 Christopher Todd 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 Davidson
Pittsburgh, PA
Michael Hanahan
Newtown, PA
Christopher Todd
Cleveland, OH
Gregory Blake
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.

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. 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started