Paul
Brahan

Pnc Investments

CRD#6779149
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Paul Brahan is a financial advisor working in Pittsburgh, Pennsylvania with a total of 2 years of relevant experience. Brahan works at Pnc Investments. During their career, the advisor has held roles at Syracuse University, Whitman School Of Management, Pittsburgh Central Catholic High School, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Pittsburgh Zoological Society, Kenai Cache Outfitters, Starr Life Sciences, Merrill Lynch, Pierce, Fenner & Smith Inc and Pnc Investments. Brahan holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania. Pnc Investments is a financial advisory firm based in Pittsburgh, PA. The investment advisory business has offices in 583 locations and a total of 1,218 advisors. It manages $22 billion in total assets among its 152,386 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 203 charitable organizations. Of its 152,386 client accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm has 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 usually depend on which services are provided. Fees billed by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

Paul Brahan Work History

Paul has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Pnc Investments

2018 - 2021 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2018 (1 year)

Northwestern Mutual Investment Services LLC

2017 - 2018 (1 year)

Northwestern Mutual Life Insurance Company

2016 - 2016 (< 1 year)

Starr Life Sciences

2015 - 2015 (< 1 year)

Kenai Cache Outfitters

2014 - 2014 (< 1 year)

Pittsburgh Zoological Society

2013 - 2017 (4 years)

Syracuse University, Whitman School Of Management

2009 - 2013 (4 years)

Pittsburgh Central Catholic High School

*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 Paul Brahan 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

Christopher Todd
Cleveland, OH
Joseph Geronimo
Pittsburgh, PA
Justin Fornataro
Pittsburgh, PA
Matthew Ramer
Auburn, IN
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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