Melvin
Ballenger

Pnc Investments

CRD#3219188
Investment Advisor
in Saint Louis, MO

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About this Advisor

Melvin Ballenger is a financial advisor working in Saint Louis, Missouri with a total of 1 year of industry experience. Ballenger works at Pnc Investments. Over the course of their career, Ballenger has held roles at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Pnc Investments LLC and Valic Financial Adviors, Inc. Ballenger holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Missouri. Pnc Investments is an advisory firm headquartered in Pittsburgh, PA. The firm has offices in 583 locations and a total of 1,218 people on staff. It controls $22 billion in assets under management between its 152,386 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 203 charitable organizations. Of its 152,386 customer accounts, just 1% belong to high-net-worth investors who have more than $1 million in investable assets. The firm provides 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 vary depending on which services are provided. Fee types billed by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

2211 South Big Bend
Saint Louis, MO 63117

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Pnc Investments Brokerage Details

Total Assets Under Management

$21,629,770,547

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

1,218

MO Average: 41
Total Number of Accounts

152,386

MO Average: 3,342
Average Account Size

$141,941

MO 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

Melvin Ballenger Work History

Melvin has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Pnc Investments LLC

2018 - 2022 (4 years)

Valic Financial Adviors, Inc

2014 - 2018 (4 years)

Tiaa

2014 - 2018 (4 years)

Tiaa-Cref Individual & Institutional Services, LLC

2012 - 2014 (2 years)

Northwestern Mutual Investment Services, LLC

2012 - 2014 (2 years)

Northwestern Mutual Life Insurance Company

*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 Melvin Ballenger 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

Robert Burns
Pittsburgh, PA
Justin Fornataro
Pittsburgh, PA
Eric Palomo
Cleveland, OH
Nicholas Sarnacki
South Lyon, MI
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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