Lawrence
Wasserman

Pnc Investments

CRD#1746749
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Lawrence Wasserman is a financial advisor based in Pittsburgh, Pennsylvania. Currently an advisor with Pnc Investments, Wasserman has 11 years of professional experience. Wasserman holds Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Wasserman is registered to work with investors in New Jersey and Pennsylvania. The advisor has gained experience at Morgan Stanley & Co, Ubs Financial Services, Inc, Morgan Stanley Smith Barney, Tdameritrade, Inc and Pnci Investments. Pnc Investments is based out of Pittsburgh, Pennsylvania, and has 804 other brick-and-mortar locations in the United States. As a company, Pnc Investments manages $15 billion in assets across 94,933 client accounts and retains more than 1,966 people. The amount of assets the firm manages places it among the largest financial advisory firms in the nation. The firm manages 91,400 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Pnc Investments can provide portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

11 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

Pittsburgh Main Pnc Investments 300 Fifth Avenue, 26Th Floor
Pittsburgh, PA 15222

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Pnc Investments Brokerage Details

Total Assets Under Management

$14,602,173,865

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

1,294

PA Average: 41
Total Number of Accounts

105,928

PA Average: 3,342
Average Account Size

$137,850

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

Lawrence Wasserman Work History

Lawrence has 11 years of experience.

2016 - Present (3 years)

Pnci Investments

2012 - 2015 (3 years)

Tdameritrade, Inc

2009 - 2012 (3 years)

Ubs Financial Services, Inc

2009 - 2009 (0 years)

Morgan Stanley Smith Barney

2007 - 2009 (2 years)

Morgan Stanley & Co

Disclosures

Lawrence Wasserman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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