Yun
Tong

Pnc Investments

CRD#7386813
Investment Advisor
in Allen, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Yun Tong is a financial advisor based in Allen, Texas, working with Pnc Investments. Yun Tong has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Abercrombie & Fitch, Hello Yuki LLC, Bank Of America, N.A, Thrivent Investment Management Inc, Thrivent Financial, and Pnc Investments. Yun Tong has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Yun Tong is part of Pnc Investments, which operates out of Allen, Texas. The firm has 610 offices and 1,585 employees. The firm manages assets totaling $26.5 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Pnc Investments is asset-based.

Certifications and Registrations

Series 66

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

806 West Mcdermott Road
Allen, TX 75013

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Pnc Investments Brokerage Details

Total Assets Under Management

$26,533,775,810

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

1,585

TX Average: 41
Total Number of Accounts

157,533

TX Average: 3,342
Average Account Size

$168,433

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

Yun Tong Work History

2025 - Present (0 year)

Pnc Investments

2023 - Present (2 years)

Thrivent Investment Management Inc

2023 - Present (2 years)

Thrivent Financial

2021 - 2023 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - 2023 (2 years)

Bank Of America, N.A

2017 - 2021 (4 years)

Bank Of America

2015 - 2015 (< 1 year)

Abercrombie & Fitch

2012 - 2017 (5 years)

Hello Yuki LLC

Disclosures

Please visit the SEC profile of Yun Tong 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

Jason Mccarthy
Austin, TX
Christopher Wilson
Cockeysville, MD
Goran Tomic
Harwood Heights, IL
Dustin Clare
Oscoda, MI
Sam Latif
Katy, TX
Eric Miller
Carnegie, PA
Albert Duplace Jr.
Cincinnati, OH
Hannon Fayard
Semmes, AL

The data in this profile was pulled by SmartAsset on 6/4/2025. 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.

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. 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started