Nicole
Moses

Pnc Investments

CRD#6018497
Investment Advisor
in Mckeesport, PA

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About this Advisor

Nicole Moses is a financial advisor who works in Mckeesport, Pennsylvania, who has been in the financial industry for 10 years. Moses currently works for Pnc Investments. Throughout their career, they have worked at Pnc Investments, Pnc Bank, Pnc Bank, Na and Pnc Investments, LLC. Moses has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Pnc Investments is a firm that has its headquarters in Mckeesport, Pennsylvania. It has offices in 804 locations and a total of 1,516 advisors. It administers $26 billion in assets between its 150,141 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 211 charities and foundations. Of its 150,141 client accounts, just 1% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors are based on which service is provided. However, 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

Olympia Shopping Center
Mckeesport, PA 15132

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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

Nicole Moses Work History

Nicole has 10 years of experience.

2017 - Present (5 years)

Pnc Investments, LLC

2016 - 2017 (1 year)

Pnc Bank, Na

2016 - 2017 (1 year)

Pnc Investments, LLC

2012 - 2016 (4 years)

Pnc Investments

2012 - 2016 (4 years)

Pnc Bank

Disclosures

Nicole Moses has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Pnc Investments

John Randall
Chardon, OH
Cristian Hirit
Niles, IL
Joseph Geronimo
Pittsburgh, PA
Keith Foley
Jupiter, FL
Julian Singleton
Pittsburgh, PA
Christopher Neal
Charlotte, NC
Conrad Wyatt
Easton, PA
Robert Smalanskas
Hershey, 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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