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Andrew Joseph Schultz

PNC Investments

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About Andrew Joseph Schultz

Andrew Schultz is a financial professional with over seven years of experience in the financial services industry. Andrew has worked for several firms including AXA Advisors, LLC, PNC Investments, and E*TRADE Securities LLC. Andrew currently holds the Series 7, Series 63, and Series 65 licenses. Andrew is registered with PNC Investments in North Carolina and several other states. Andrew works with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Andrew provides a variety of financial services, including portfolio management, financial planning, and selection of other advisors.

Firm Information

Andrew Schultz 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 Schultz’s Registration & Firm History

NC

10/26/2023 - Present

PNC Investments (CHARLOTTE NC)

NC

10/29/2018 - 08/14/2023

E*TRADE SECURITIES LLC (CHARLOTTE NC)

NC

04/06/2018 - 11/01/2018

PNC INVESTMENTS (CHARLOTTE NC)

NC

08/24/2015 - 04/02/2018

AXA ADVISORS, LLC (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 05/31/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/04/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Joseph Schultz.
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