Joseph
Geronimo

Pnc Investments

CRD#6172019
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Joseph Geronimo is a financial advisor who works in Pittsburgh, Pennsylvania, who has been in the industry for 10 years. Geronimo works at Pnc Investments. Throughout their career, Geronimo has worked at University Center, Lane Guest Ranch, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies and Pnc Investments. Geronimo has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania. Pnc Investments is a registered investment company operating in Pittsburgh, Pennsylvania. The investment advisory business has offices in 804 locations and a total of 1,516 financial advisors. It has $26 billion in total assets between its 150,141 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 211 charitable organizations. Of its 150,141 accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets. The firm provides a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice typically are based on which service is offered. Fee types charged by Pnc Investments typically consist of 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

KandL Gates 210 6Th Avenue 4Th Floor
Pittsburgh, PA 15222

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Pnc Investments Brokerage Details

Total Assets Under Management

$26,424,820,270

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

1,516

PA Average: 41
Total Number of Accounts

150,141

PA Average: 3,342
Average Account Size

$176,000

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

Joseph Geronimo Work History

Joseph has 10 years of experience.

2016 - Present (6 years)

Pnc Investments

2015 - 2016 (1 year)

Pnc Investments

2013 - 2015 (2 years)

Waddell & Reed, Inc

2013 - 2015 (2 years)

Various Insurance Carriers For W&R Insurance Agencies

2012 - 2012 (< 1 year)

University Center

2012 - 2012 (< 1 year)

Lane Guest Ranch

Disclosures

Joseph Geronimo has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Pnc Investments

Cary Guffey
Birmingham, AL
Jeanne Comer
Cincinnati, OH
Quentin Roos
Fredericksburg, VA
Scott Wise
Cleveland, OH
Timothy Bailey
Charlotte, NC
Christopher Todd
Dallas, TX
Todd Davis
Charlotte, NC
Brian Haschke
Canonsburg, PA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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