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About this Advisor
David Massey is a financial advisor who works in Horsham, Pennsylvania who has 11 years of relevant experience. Massey currently works for Pnc Investments. They have spent their whole career at Pnc Investments. Massey has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Pnc Investments is an advisory company based in Pittsburgh, PA. The company has offices in 583 locations and a total of 1,218 financial advisors. It has $22 billion in assets between its 152,386 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 203 charitable organizations. Of its 152,386 customer accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely vary depending on the financial services offered. Fee types billed by Pnc Investments typically consist of asset-based fees.
Certifications and Registrations
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Pnc Investments Brokerage Details
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
David Massey Work History
David has been registered as a financial advisor for 11 years.*
*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 David Massey 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
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 firstname.lastname@example.org.
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