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Matthew William Holmes

PNC Investments

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About Matthew William Holmes

Matthew William Holmes is a financial advisor with over 20 years of experience in the industry. Matthew currently works with PNC Investments, a firm with a wide range of investment services. He is licensed to provide investment advice in several states including Ohio, Kentucky, Indiana, Florida, Texas, Maryland, California, Illinois, South Carolina, and New York. Matthew specializes in providing investment advice to individuals, businesses, and institutional clients.

Firm Information

Matthew Holmes 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 Holmes’s Registration & Firm History

OH

04/26/2010 - Present

PNC Investments (CINCINNATI OH)

OH

12/02/2009 - 03/31/2010

PROEQUITIES, INC. (CINCINNATI OH)

OH

01/02/2008 - 03/23/2009

FTAM FUNDS DISTRIBUTOR, INC. (CINCINNATI OH)

OH

10/08/2007 - 12/31/2007

ALPS DISTRIBUTORS, INC. (CINCINNATI OH)

MA

02/09/2005 - 03/01/2006

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

RI

02/10/2004 - 03/02/2005

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

RI

03/21/2001 - 02/10/2004

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

NY

10/28/1999 - 01/11/2001

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 11/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/04/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew William Holmes.
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