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Ashesh B Shah

PNC Investments

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About Ashesh B Shah

Ashesh B Shah is an Investment Advisor Representative at PNC Investments. Ashesh has been in the securities industry since April 2022. Ashesh holds the Series 66, Series 7TO, and SIE licenses and is registered with the states of Delaware, Florida, New Jersey, and Pennsylvania. Ashesh is also registered as an Investment Advisor Representative in New Jersey. Ashesh B Shah is affiliated with PNC Investments which manages approximately $23,895,732,856 in assets. The firm manages assets on a discretionary basis and non-discretionary basis for individuals, business, pension and profit sharing plans and charitable organizations. PNC Investments provides portfolio management, and selection of other advisors, among other services.

Firm Information

Ashesh Shah 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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Ashesh Shah’s Registration & Firm History

NJ

05/26/2022 - Present

PNC Investments (CLEMENTON NJ)

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Licenses & Designations

BOTH

Issued 05/23/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/26/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/24/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ashesh B Shah.
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