Jeffrey
Miller

Pnc Investments

CRD#5050480
Investment Advisor
in Cleveland, OH

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About this Advisor

Jeffrey Miller is a financial advisor based in Cleveland, Ohio with a total of 9 years of relevant experience. Miller works at Pnc Investments. Throughout their career, they have worked at Key Investment Services and Pnc Investments LLC. Miller has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Indiana and Ohio. Pnc Investments is an advisory firm operating out of Pittsburgh, PA. The firm has offices in 583 locations and a total of 1,218 employees. It handles $22 billion in total assets between its 152,386 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 203 charitable organizations. Of its 152,386 customer accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in investable assets. Pnc Investments offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees typically are based on the financial services. However, fees charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

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

Crd 1900 E. 9Th Street
Cleveland, OH 44114

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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

Jeffrey Miller Work History

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

2014 - Present (10 years)

Pnc Investments LLC

2008 - 2014 (6 years)

Key Investment Services

*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 Jeffrey Miller 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
Justin Fornataro
Pittsburgh, PA

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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