Daphne
Warner

Pnc Investments

CRD#2217974
Investment Advisor
in Dayton, OH

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About this Advisor

Daphne Warner is a financial advisor working out of Dayton, Ohio with 14 years of relevant experience. Warner works at Pnc Investments. Their career trajectory has included roles at Pnc Investments. Warner holds a Series 63 license, designating them as a securities representative, and is able to advise clients in Ohio. Pnc Investments is an advisory firm based out of Pittsburgh, PA. It has offices in 583 locations and a total of 1,218 advisors. It oversees $22 billion in assets across its 152,386 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 203 charities and foundations. Of its 152,386 client accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The business has a set of services, such as 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 the type of financial services. However, fees charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 63

Years Registered*

14 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

312 North Patterson Blvd.
Dayton, OH 45402

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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

Daphne Warner Work History

Daphne has been registered as a financial advisor for 14 years.*

2019 - Present (5 years)

Pnc Investments

2013 - 2019 (6 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.

Disclosures

Please visit the SEC profile of Daphne Warner 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

Christopher Todd
Cleveland, OH
Joseph Geronimo
Pittsburgh, PA
Justin Fornataro
Pittsburgh, PA
Matthew Ramer
Auburn, IN
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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