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David Zabela

PNC Investments

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About David Zabela

David Zabela is a financial advisor with PNC Investments. David has been in the financial industry since 2002. He has experience working with a variety of clients, including individuals, businesses, corporations, and charitable organizations. David is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). He holds several licenses and designations, including Series 7, 63, 66, 9 and 10 licenses.

Firm Information

David Zabela 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 Zabela’s Registration & Firm History

PA

01/16/2024 - Present

PNC Investments (Moon Township PA)

PA

07/18/2019 - 10/05/2020

KEY INVESTMENT SERVICES LLC (PITTSBURGH PA)

PA

02/26/2018 - 11/27/2018

TD AMERITRADE, INC. (PITTSBURGH PA)

PA

08/03/2015 - 02/26/2018

SCOTTRADE, INC. (WEXFORD PA)

TX

01/13/2012 - 07/02/2015

TD AMERITRADE, INC. (FORT WORTH TX)

CA

03/22/2001 - 10/27/2011

FIDELITY BROKERAGE SERVICES LLC (ROSEVILLE CA)

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Licenses & Designations

BOTH

Issued 12/04/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/04/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/12/2016

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/31/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/16/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Zabela.
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