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Eric Paul Roessler

PNC Investments

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About Eric Paul Roessler

Eric Roessler is an investment advisor representative for PNC Investments and has been in the financial services industry since 2002. Eric is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to provide investment advisory services in 16 states. He is also a registered investment advisor representative in Pennsylvania.

Firm Information

Eric Roessler 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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Eric Roessler’s Registration & Firm History

PA

04/09/2010 - Present

PNC Investments (Wayne PA)

PA

07/17/2008 - 04/16/2010

LPL FINANCIAL CORPORATION (SOUDERTON PA)

PA

01/15/2007 - 07/09/2008

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

PA

02/03/2004 - 02/22/2005

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

CA

03/11/2002 - 01/07/2004

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

CA

04/20/2001 - 12/10/2001

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

NY

04/24/2000 - 03/05/2001

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 05/08/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 04/20/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Paul Roessler.
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