Joseph
Geronimo
Pnc Investments
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Pnc Investments Brokerage Details
$26,424,820,270
1,516
150,141
$176,000
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Answer a few questions to get a personalized match.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.
Pnc Investments
Pnc Investments
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
University Center
Lane Guest Ranch
Disclosures
Joseph Geronimo has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Pnc Investments
Columbus, OH
Charlotte, NC
Horsham, PA
Greenwood, IN
Pittsburgh, PA
Dallas, TX
Niles, IL
Charlotte, NC
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.
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