David
Douglass

Pnc Investments

CRD#5357935
Investment Advisor
in Columbus, OH

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About this Advisor

David Douglass is a financial advisor who works in Columbus, Ohio, with a total of 6 years of relevant experience. Douglass is an employee of Pnc Investments. During their career, the advisor has held roles at J.P. Morgan Securities LLC, Hilton Columbus Downtown, Columbus Fish Market and Pnc Investments. Douglass has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Ohio. Pnc Investments is an advisory business that has its headquarters in Pittsburgh, PA. It has offices in 583 locations and a total of 1,218 employees. It oversees $22 billion in assets among its 152,386 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 203 charitable organizations. Of its 152,386 customer accounts, just 1% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors vary depending on which service is offered. Fees charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

4661 East Main Street
Columbus, OH 43213

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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

David Douglass Work History

David has been registered as a financial advisor for 6 years.*

2019 - Present (5 years)

Pnc Investments

2016 - Present (8 years)

Hilton Columbus Downtown

2016 - 2016 (< 1 year)

Columbus Fish Market

2016 - 2019 (3 years)

Pnc Investments

2012 - 2016 (4 years)

J.P. Morgan Securities LLC

*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 David Douglass 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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