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David Ronald Massey

PNC Investments

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About David Ronald Massey

David Massey is a financial professional with over 25 years of experience in the financial services industry. David is currently registered as a Registered Representative and Investment Advisor Representative with PNC Investments. David's previous experience includes roles at WELLS FARGO ADVISORS, LLC, FIRST UNION BROKERAGE SERVICES, INC., and NYLIFE SECURITIES INC.. David holds a variety of industry licenses and certifications, including the Series 6, 7, 63, and 65 licenses. David focuses on providing financial planning and investment management services to individuals, businesses, and retirement plans.

Firm Information

David Massey 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 Massey’s Registration & Firm History

PA

06/29/2012 - Present

PNC Investments (Horsham PA)

PA

10/01/2000 - 03/27/2012

WELLS FARGO ADVISORS, LLC (SPRING HOUSE PA)

NC

06/15/1999 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NY

02/19/1997 - 06/02/1999

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/28/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/18/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2004

Series 7 - General Securities Representative Examination

BC

Issued 02/18/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Ronald Massey. Review regulatory record here.
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