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Andrew Gilbert

PNC Investments

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About Andrew Gilbert

Andrew Gilbert is a financial advisor with PNC Investments, specializing in portfolio management for individuals and businesses. Andrew has been active in the financial industry since February 2023 and has a strong background in real estate and business development. Andrew has a Series 66 license and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Maryland. Andrew is also registered as an Investment Advisor Representative (IAR) with the state of Maryland. Andrew's experience and credentials make him a valuable resource for individuals and businesses looking for financial advice. Prior to joining PNC Investments, Andrew worked at Raymond James & Associates, Inc., Wells Fargo Clearing Services, LLC and Wells Fargo Bank, NA. Andrew is a member of the industry since December 2022.

Firm Information

Andrew Gilbert is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Gilbert’s Registration & Firm History

MD

01/16/2024 - Present

PNC Investments (BETHESDA MD)

MD

08/14/2023 - 01/11/2024

WELLS FARGO CLEARING SERVICES, LLC (POTOMAC MD)

MD

02/10/2023 - 08/03/2023

RAYMOND JAMES & ASSOCIATES, INC. (ROCKVILLE MD)

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Licenses & Designations

BOTH

Issued 03/06/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/10/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/14/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Gilbert.
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