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 out of Pittsburgh, Pennsylvania, with a total of 8 years of industry experience. Geronimo is on the advisory team at Pnc Investments. Throughout their career, Geronimo has worked at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies and Pnc Investments. Geronimo maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Pnc Investments is an advisory company headquartered in Pittsburgh, PA. The investment advisory business has offices in 583 locations and a total of 1,218 people on staff. It handles $22 billion in total assets across its 152,386 accounts, placing it among the largest firms in the United States by assets under management. The firm serves 203 charities and foundations. Of its 152,386 client accounts, just 1% are held by high-net-worth investors who have greater than $1 million in assets. Pnc Investments performs a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely vary depending on which services are provided. Fees charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

8 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

249 Fifth Avenue Floor 29
Pittsburgh, PA 15222

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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

Joseph Geronimo Work History

Joseph has been registered as a financial advisor for 8 years.*

2016 - Present (8 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

*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 Joseph Geronimo 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

Abby Smith
Pittsburgh, PA
Erik Johnson
Akron, OH
Justin Fornataro
Pittsburgh, PA
Christopher Todd
Cleveland, OH
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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