Jose
Moreno-Silva

Pnc Investments

CRD#6736503
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Jose Moreno-Silva is a financial advisor in Pittsburgh, Pennsylvania. Currently an advisor with Pnc Investments, they have accrued 10 years of professional experience in the financial advisory industry. Moreno-Silva holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Moreno-Silva is able to work with clients in Pennsylvania. Over the course of their career, they have held roles at Pnc Bank, El Patron Mexican Restaurant, St. Nicholas Greek Orthodox Church, Clean Water Action, Upmc Health Plan Insurance Division, Restaurant Depot, Extended Travel and Pnc Investments. Pnc Investments is based out of Pittsburgh, Pennsylvania, and has 804 locations in the United States. As a company, Pnc Investments oversees $18 billion in assets covering 118,067 client accounts and retains more than 1,272 people. The amount of assets the firm manages makes it one of the largest firms in the country. The firm manages 115,131 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 1% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Pnc Investments can offer portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Disclosures

No

Office Location

500 Smithfield St. 5Th Floor
Pittsburgh, PA 15222

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Pnc Investments Brokerage Details

Total Assets Under Management

$18,449,085,524

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

1,272

PA Average: 41
Total Number of Accounts

118,067

PA Average: 3,342
Average Account Size

$156,259

PA Average: $4,737,880

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jose Moreno-Silva Work History

Jose has 10 years of experience.

2018 - Present (4 years)

Pnc Investments

2017 - 2018 (1 year)

Pnc Investments

2016 - 2017 (1 year)

Pnc Investments

2014 - 2017 (3 years)

Pnc Bank

2013 - 2013 (< 1 year)

St. Nicholas Greek Orthodox Church

2013 - 2013 (< 1 year)

Clean Water Action

2012 - 2014 (2 years)

El Patron Mexican Restaurant

2012 - 2012 (< 1 year)

St. Nicholas Greek Orthodox Church

2011 - 2012 (1 year)

Extended Travel

2010 - 2011 (1 year)

Upmc Health Plan Insurance Division

2010 - 2010 (< 1 year)

Restaurant Depot

Disclosures

Jose Moreno-Silva has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Pnc Investments

Jeffrey Law
Pittsburgh, PA
Cynthia Hill
Ocean City, MD
Nicholas Bailey
Pittsburgh, PA
Dominique Ellis
Duluth, GA
Hondamir Burhon
Chantilly, VA
Donte Lambert
Clarksville, MD
Jeffrey Urbin
Cleveland, OH
Cheryl Frazier
Saint Louis, MO

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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