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Lawrence J Wasserman

PNC Investments

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About Lawrence J Wasserman

Lawrence Wasserman is a financial advisor with over 20 years of experience in the industry. He is currently registered with PNC Investments in Pittsburgh, PA. Lawrence is a Certified Financial Planner and a Chartered Financial Analyst. Lawrence has worked at a variety of firms throughout his career including TD Ameritrade, UBS Financial Services Inc., M. H. Meyerson & Co., Inc., PaineWebber Incorporated, Morgan Stanley & Co., Incorporated. He has also worked for PNC Investments previously. Lawrence focuses on providing financial planning and portfolio management services for individuals and businesses. Lawrence is committed to helping his clients achieve their financial goals.

Firm Information

Lawrence Wasserman 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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Lawrence Wasserman’s Registration & Firm History

PA

03/07/2016 - Present

PNC Investments (PITTSBURGH PA)

NJ

12/18/2012 - 07/02/2015

TD AMERITRADE, INC. (JERSEY CITY NJ)

NJ

08/27/2009 - 12/04/2012

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NJ

06/05/1990 - 08/24/1999

M. H. MEYERSON & CO., INC. (JERSEY CITY NJ)

NJ

10/17/1996 - 04/16/1998

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NA

10/13/1988 - 01/24/1989

MORGAN STANLEY & CO., INCORPORATED

NA

08/23/1988 - 12/12/1988

M. H. MEYERSON & CO., INC.

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Licenses & Designations

IA

Issued 12/12/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/20/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/20/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lawrence J Wasserman.
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