Pnc Investments

Investment Advisor
in Cleveland, OH

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About this Advisor

Eric Palomo is a financial advisor based in Cleveland, Ohio with 9 years of relevant experience. Palomo is on the advisory team at Pnc Investments. Their career trajectory has included roles at Allstate Insurance Company and Pnc Investments. Palomo has Series 63 and Series 66 licenses, certifying them as a securities broker, and can operate in Indiana and 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 financial advisors. It has $22 billion in total assets between its 152,386 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to 203 charities and foundations. Of its 152,386 customer accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm 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 for financial management typically depend on which services are provided. Fee types billed by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

9 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
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

Eric Palomo Work History

Eric has been registered as a financial advisor for 9 years.*

2021 - Present (3 years)

Pnc Investments

2019 - 2021 (2 years)

Pnc Investments

2018 - 2019 (1 year)

Pnc Investments

2014 - 2018 (4 years)

Pnc Investments

2013 - 2013 (< 1 year)

Allstate Insurance Company

2013 - 2014 (1 year)

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 Eric Palomo 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

Joseph Geronimo
Pittsburgh, PA
Abby Smith
Pittsburgh, PA
Matthew Ramer
Auburn, IN
Christopher Todd
Cleveland, OH
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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