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David William Mateski

PNC Investments

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About David William Mateski

David Mateski is a financial advisor who has been working in the industry since 2012. David is currently registered with PNC Investments and holds the Series 7, Series 24 and Series 66 licenses. Prior to joining PNC Investments, David worked at Fortune Financial Services, Inc., NASDAQ Execution Services, LLC, Birchtree Financial Services, Inc., and Thrivent Investment Management Inc. David is an active financial advisor registered in Texas. David primarily works with individuals, corporations and pension and profit-sharing plans.

Firm Information

David Mateski 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 Mateski’s Registration & Firm History

MD

12/06/2021 - Present

PNC Investments (Bel Air MD)

PA

11/28/2017 - 03/14/2019

FORTUNE FINANCIAL SERVICES, INC. (MONACA PA)

PA

03/05/2012 - 04/02/2012

NASDAQ EXECUTION SERVICES, LLC (PHILADELPHIA PA)

MD

11/22/2006 - 09/22/2011

BIRCHTREE FINANCIAL SERVICES, INC. (GAITHERSBURG MD)

VA

03/01/2006 - 11/16/2006

THRIVENT INVESTMENT MANAGEMENT INC. (VIRGINIA BEACH VA)

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Licenses & Designations

BOTH

Issued 02/12/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/12/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David William Mateski.
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