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David Anthony Ionno

PNC Investments

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About David Anthony Ionno

David Anthony Ionno is a financial advisor with PNC Investments. David has been in the financial industry since 1993. David holds a Series 66, Series 63, Series 10, Series 9, Series 24, Series 8, Series 7 and SIE licenses. David's specializations include retirement, college savings and estate planning. David is also a board member of Vantage Aging, a non-profit organization.

Firm Information

David Ionno 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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David Ionno’s Registration & Firm History

OH

11/28/2012 - Present

PNC Investments (AKRON OH)

OH

01/25/2008 - 11/13/2009

NATCITY INVESTMENTS, INC. (CUYAHOGA FALLS OH)

FL

01/16/1995 - 06/01/2006

TD AMERITRADE, INC. (ORLANDO FL)

MI

04/29/1992 - 01/12/1995

OLDE DISCOUNT CORPORATION (DETROIT MI)

NY

07/08/1991 - 04/29/1992

HIBBARD BROWN & CO., INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/19/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/22/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/24/1999

Series 24 - General Securities Principal Examination

BC

Issued 06/29/1993

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Anthony Ionno.
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