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Joseph David Clay

PNC Investments

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About Joseph David Clay

Joseph Clay is an investment advisor representative with PNC Investments, a registered investment advisor. Joseph is registered in Kentucky and Florida. Joseph has been in the securities industry since 2008. Joseph holds the Series 7, Series 6, Series 63, Series 65 and SIE licenses. Joseph has worked for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and PNC INVESTMENTS in the past.

Firm Information

Joseph Clay 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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Joseph Clay’s Registration & Firm History

KY

07/21/2022 - Present

PNC Investments (LOUISVILLE KY)

KY

01/09/2015 - 09/23/2021

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LOUISVILLE KY)

KY

03/19/2012 - 12/08/2014

PNC INVESTMENTS (PROSPECT KY)

KY

07/18/2008 - 06/10/2011

CHASE INVESTMENT SERVICES CORP. (LOUISVILLE KY)

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Licenses & Designations

IA

Issued 03/28/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2015

Series 7 - General Securities Representative Examination

BC

Issued 07/16/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph David Clay.
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