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Andrew Morris

PNC Investments

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About Andrew Morris

Andrew Morris is an investment advisor representative with PNC Investments, a firm with headquarters in Pittsburgh, Pennsylvania. Andrew has been in the securities industry for over 20 years, with a particular interest in providing financial advice and portfolio management to individuals, businesses, and pension plans. Andrew has a strong understanding of investment strategies, including a focus on variable contracts and securities. Andrew also holds licenses in multiple states.

Firm Information

Andrew Morris 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 Morris’s Registration & Firm History

NJ

08/12/2024 - Present

PNC Investments (EAST BRUNSWICK NJ)

PA

01/14/2021 - 08/09/2024

SANTANDER SECURITIES LLC (North Wales PA)

NJ

09/13/2018 - 10/15/2019

PRUCO SECURITIES, LLC. (MARLTON NJ)

OH

06/12/2017 - 05/24/2018

NAVIAN CAPITAL SECURITIES LLC (CINCINNATI OH)

NJ

01/03/2017 - 05/12/2017

SORRENTO PACIFIC FINANCIAL, LLC (Vineland NJ)

CT

12/20/2010 - 11/09/2016

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)

PA

04/26/2010 - 11/24/2010

MML INVESTORS SERVICES, INC. (BALA CYNWYD PA)

MA

03/23/2004 - 05/19/2009

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

CT

01/02/1996 - 05/06/1998

AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)

MA

04/24/1995 - 09/12/1995

DELTA EQUITY SERVICES CORPORATION (BOLTON MA)

NY

10/01/1993 - 03/02/1995

GILFORD SECURITIES INCORPORATED (NEW YORK NY)

NY

07/19/1991 - 09/11/1992

JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)

NY

03/28/1991 - 07/09/1991

GKN SECURITIES CORP. (NEW YORK NY)

NJ

11/21/1989 - 04/02/1991

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 11/19/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/30/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/18/1995

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/2009

Series 7 - General Securities Representative Examination

BC

Issued 02/14/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Andrew Morris. Review regulatory record here.
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