Phillip
Elias

Pnc Investments

CRD#2430098
Investment Advisor
in Pittsburgh, PA

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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

Series 63, Series 65, 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

Yes

Office Location

249 Fifth Ave 29Th Floor
Pittsburgh, PA 15222

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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

Phillip Elias Work History

Phillip has 10 years of experience.

2020 - Present (2 years)

Pnc Investments

2018 - 2020 (2 years)

Citizens Securities, Inc

2016 - 2018 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2018 (2 years)

Bank Of America, N.A

2012 - 2016 (4 years)

Nexgoal

Disclosures

Phillip Elias has 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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