David
Loeser

Pnc Investments

CRD#2236641
Investment Advisor
in Cleveland, OH

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About this Advisor

David Loeser is a financial advisor who works in Cleveland, Ohio, who has been in the financial industry for 10 years. Loeser is on the advisory team at Pnc Investments. Over the course of their career, they have held roles at Gmac and Pnc Investments. Loeser has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to advise clients in Ohio and Pennsylvania. Pnc Investments is a financial advisory company that has its headquarters in Cleveland, Ohio. The firm has offices in 804 locations and a total of 1,516 employees. It has $26 billion in total assets across its 150,141 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 211 charitable organizations. Of its 150,141 accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules largely depend on which services are provided. However, fees charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 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

Disclosures

No

Office Location

Crd 1900 E. 9Th Street
Cleveland, OH 44114

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Pnc Investments Brokerage Details

Total Assets Under Management

$26,424,820,270

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

1,516

OH Average: 41
Total Number of Accounts

150,141

OH Average: 3,342
Average Account Size

$176,000

OH Average: $4,737,880

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

David Loeser Work History

David has 10 years of experience.

2012 - Present (10 years)

Pnc Investments

2012 - 2012 (< 1 year)

Gmac

Disclosures

David Loeser has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Pnc Investments

David Massey
Horsham, PA
Cristian Hirit
Niles, IL
Brian Haschke
Canonsburg, PA
Ryan Gorman
Pittsburgh, PA
Keith Blumenstock
Charlotte, NC
Granville Washington
Charlotte, NC
Evan Horsley
Monroeville, PA
David Scordato
Little Falls, NJ

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and 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.

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