Paul
Pacelli
Pnc Investments
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About this Advisor
Paul Pacelli is a financial advisor who works out of Cleveland, Ohio. Pacelli is on the advisory team at Pnc Investments. During their career, Pacelli has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bridgewater Raritan High School, University Of Pittsburgh, Bridgewater Baseball, Glen Ridge Swim Club, Central Jersey Pool Management, Sparkling Pool Services, Peapack Gladstone Bank, Lifetime Fitness, The Investment Center, Inc and Pnc Investments LLC. Pacelli maintains Series 66 and Series 63 licenses, qualifying them as a securities broker, and can advise clients in New Jersey. Pnc Investments is a business that has its headquarters in Pittsburgh, PA. The company has offices in 583 locations and a total of 1,218 people on staff. It has $22 billion in assets between its 152,386 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 203 charities and foundations. Of its 152,386 accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets. The firm performs a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules typically are based on the type of services provided. Fee types billed by Pnc Investments typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pnc Investments Brokerage Details
$21,629,770,547
1,218
152,386
$141,941
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Paul Pacelli Work History
Paul has been registered as a financial advisor for 0 years.*
Pnc Investments LLC
The Investment Center, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Sparkling Pool Services
Lifetime Fitness
Peapack Gladstone Bank
Sparkling Pool Services
Glen Ridge Swim Club
University Of Pittsburgh
Central Jersey Pool Management
Glen Ridge Swim Club
Bridgewater Baseball
Bridgewater Raritan High School
*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 Paul Pacelli 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
Pittsburgh, PA
Akron, OH
Pittsburgh, PA
Pittsburgh, PA
Avon, IN
Dayton, OH
Emerson, NJ
South Lyon, MI
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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