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Anthony James Caruso

PNC Investments

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About Anthony James Caruso

Anthony Caruso is a financial professional with over 13 years of experience in the industry. Anthony is currently registered with PNC Investments, and has previously held positions with WesBanco Securities, Inc. and The Huntington Investment Company. Anthony holds the Series 6, 7 and 66 securities licenses. Anthony specializes in retirement planning, college savings and investment management. Anthony has a strong track record of helping clients achieve their financial goals.

Firm Information

Anthony Caruso 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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Anthony Caruso’s Registration & Firm History

PA

02/01/2017 - Present

PNC Investments (PITTSBURGH PA)

PA

10/16/2015 - 01/20/2017

WESBANCO SECURITIES, INC. (Canonsburg PA)

PA

03/08/2010 - 10/23/2015

THE HUNTINGTON INVESTMENT COMPANY (MCDONALD PA)

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Licenses & Designations

BOTH

Issued 09/21/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/2013

Series 7 - General Securities Representative Examination

BC

Issued 03/05/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony James Caruso.
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