David
Ward

Pnc Investments

CRD#2265540
Investment Advisor
in North Wales, PA

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About this Advisor

David Ward is a financial advisor working out of North Wales, Pennsylvania with 14 years of relevant experience. Ward works at Pnc Investments. They have been an employee of Pnc Investments for their total career. Ward holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Pennsylvania. Pnc Investments is an advisory firm based out of Pittsburgh, PA. The firm has offices in 583 locations and a total of 1,218 financial advisors. It has $22 billion in assets under management among its 152,386 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 203 charities and foundations. Of its 152,386 customer accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets. Pnc Investments has a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees usually depend on which services are provided. Fee types charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 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

Montgomeryville 1216 Welsh Road
North Wales, PA 19454

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Pnc Investments Brokerage Details

Total Assets Under Management

$21,629,770,547

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

1,218

PA Average: 41
Total Number of Accounts

152,386

PA Average: 3,342
Average Account Size

$141,941

PA 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

David Ward Work History

David has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

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.

Disclosures

Please visit the SEC profile of David Ward 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

Justin Fornataro
Pittsburgh, PA
Christopher Todd
Cleveland, OH
Nicholas Sarnacki
South Lyon, MI
Robert Burns
Pittsburgh, PA
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 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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