About this Advisor
Phillip Elias is a financial advisor based in Pittsburgh, Pennsylvania, with a total of 10 years of work experience. Elias currently works for Pnc Investments. Over the course of their career, Elias has held roles at Pnc Investments, Citizens Securities, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Nexgoal and Bank Of America, N.A. Elias holds Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Pnc Investments is a business that has its headquarters in Pittsburgh, Pennsylvania. It has offices in 804 locations and a total of 1,516 advisors. It handles $26 billion in assets among its 150,141 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 211 charities and foundations. Of its 150,141 accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm performs a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely vary depending on which services the firm provides the client. Fees billed by Pnc Investments typically consist of 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
Phillip Elias Work History
Phillip has 10 years of experience.
Citizens Securities, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Phillip Elias has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Pnc Investments
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