Michael
Giles

Pnc Investments

CRD#1879417
Investment Advisor
in Austin, TX

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About this Advisor

Michael Giles is a financial advisor working in Austin, Texas with 2 years of relevant experience. Giles is currently employed by Pnc Investments. Throughout their career, Giles has worked at Valic Financial Advisors, Compass Bank, Bbva Securities Inc, Bbva Wealth Solutions Inc, Bbva Compass Insurance Agency, Inc and Pnc Investments. Giles has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Pnc Investments is a firm based out of Pittsburgh, PA. The company has offices in 583 locations and a total of 1,218 employees. It manages $22 billion in assets under management among its 152,386 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 203 charitable organizations. Of its 152,386 client accounts, just 1% are held by high-net-worth investors who have at least $1 million in investable assets. The company offers 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 typically depend on which service is offered. Fee types 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

1703 W. 5Th St 5Th Floor
Austin, TX 78703

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Pnc Investments Brokerage Details

Total Assets Under Management

$21,629,770,547

TX Average: $15,833,994,310
Total Number of Employees

1,218

TX Average: 41
Total Number of Accounts

152,386

TX Average: 3,342
Average Account Size

$141,941

TX 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

Michael Giles Work History

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

2021 - Present (3 years)

Pnc Investments

2013 - 2021 (8 years)

Compass Bank

2013 - 2021 (8 years)

Bbva Securities Inc

2013 - 2021 (8 years)

Bbva Wealth Solutions Inc

2013 - 2021 (8 years)

Bbva Compass Insurance Agency, Inc

2011 - 2013 (2 years)

Valic Financial Advisors

*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 Michael Giles 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

Joseph Geronimo
Pittsburgh, PA
Abby Smith
Pittsburgh, PA
Justin Fornataro
Pittsburgh, PA
Christopher Todd
Cleveland, OH
Tom Hornak
Avon, IN
Daphne Warner
Dayton, OH
Dennis Lacey
Emerson, NJ
Roger Marvinney
Bernardsville, NJ

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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