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Joshua Ryan Loaney

PNC Investments

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About Joshua Ryan Loaney

Joshua Loaney is an investment advisor representative, registered with PNC Investments, located in Pittsburgh, Pennsylvania. Joshua Loaney specializes in portfolio management for businesses, portfolio management for individuals, and selection of other advisors. Joshua Loaney has been in the financial services industry since March 19, 2015 and is currently licensed with the state of Pennsylvania. Joshua Loaney is also registered with FINRA as a registered representative. Before joining PNC Investments, Joshua Loaney was employed with EDWARD JONES in New Castle, Pennsylvania. Joshua Loaney holds Series 66, Series 7, and SIE securities licenses.

Firm Information

Joshua Loaney 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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Joshua Loaney’s Registration & Firm History

PA

08/04/2017 - Present

PNC Investments (PITTSBURGH PA)

PA

02/25/2015 - 07/11/2017

EDWARD JONES (NEW CASTLE PA)

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Licenses & Designations

BOTH

Issued 03/13/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joshua Ryan Loaney. Review regulatory record here.
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