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Lee Reading Banchetti

PNC Investments

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About Lee Reading Banchetti

Lee Banchetti is a financial advisor who has been in the industry since 2004. Currently registered with PNC Investments, Lee is a veteran with experience at several firms including J.P. Morgan Securities LLC and Redstone Consulting, LLC. Lee specializes in financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Lee Banchetti 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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Lee Banchetti’s Registration & Firm History

TX

01/20/2022 - Present

PNC Investments (Houston TX)

TX

10/01/2008 - 09/17/2021

J.P. MORGAN SECURITIES LLC (HOUSTON TX)

TX

10/19/2007 - 10/01/2008

J.P. MORGAN SECURITIES INC. (HOUSTON TX)

TX

06/23/2004 - 09/27/2007

REDSTONE CONSULTING, LLC (HOUSTON TX)

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Licenses & Designations

BC

Issued 07/15/2004

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/14/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lee Reading Banchetti.
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