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Matthew Topper

PNC Investments

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About Matthew Topper

Matthew Topper is a financial advisor with PNC Investments. Matthew has been in the financial industry since 2009 and has a strong track record of providing investment advice to individuals, families, and businesses. Matthew has a Series 7, 66, and 9 license. In addition to working with PNC Investments, Matthew is also a registered investment advisor in the state of Maryland.

Firm Information

Matthew Topper 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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Matthew Topper’s Registration & Firm History

MD

01/22/2024 - Present

PNC Investments (FREDERICK MD)

MD

09/08/2021 - 11/07/2023

MORGAN STANLEY (Frederick MD)

MD

10/03/2013 - 08/26/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FREDERICK MD)

MD

06/01/2009 - 09/04/2013

MORGAN STANLEY (FREDERICK MD)

MD

10/02/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (FREDERICK MD)

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Licenses & Designations

BOTH

Issued 10/20/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/14/2017

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Topper.
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