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Craig S Tocci

PNC Investments

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About Craig S Tocci

Craig Tocci is a registered representative with PNC Investments. Craig has been in the industry for over 21 years and is licensed in 52 states and the District of Columbia. Craig specializes in providing investment advisory services to individuals, businesses, and charitable organizations. Craig has experience working with clients who are looking for help with financial planning, portfolio management, and investment selection. Craig is a Series 66 and Series 7TO licensed professional. Craig also holds a Series SIE license.

Firm Information

Craig Tocci 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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Craig Tocci’s Registration & Firm History

PA

02/21/2023 - Present

PNC Investments (PITTSBURGH PA)

PA

07/07/2021 - 02/15/2023

EQUITABLE ADVISORS, LLC (BALA CYNWYD PA)

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Licenses & Designations

BOTH

Issued 09/17/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/07/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/21/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig S Tocci.
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