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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
Years of Experience
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Pnc Investments Brokerage Details
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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.
Ubs Financial Services, Inc
Morgan Stanley Smith Barney
Morgan Stanley & Co
Lawrence Wasserman has no disclosures.
Please visit their SEC profile for more details.