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Michael G Costa

PNC Investments

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About Michael G Costa

Michael Costa has been working in the financial services industry since November 2014. Michael is currently registered with PNC Investments in Pennsylvania, where Michael provides investment advice to individual and institutional clients. Michael has a broad range of experience in the financial industry, having worked with several firms including Citizens Securities, Inc., Key Investment Services LLC, and PNC Investments. Michael has passed the Series 7, Series 66 and SIE exams. Michael specializes in offering investment advice in areas such as retirement planning, college savings, and estate planning.

Firm Information

Michael Costa 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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Michael Costa’s Registration & Firm History

PA

01/12/2024 - Present

PNC Investments (PITTSBURGH PA)

PA

03/17/2020 - 01/03/2024

CITIZENS SECURITIES, INC. (PITTSBURGH PA)

PA

01/16/2018 - 02/24/2020

KEY INVESTMENT SERVICES LLC (SEWICKLEY PA)

PA

06/03/2016 - 12/26/2017

CITIZENS SECURITIES, INC. (ALLISON PARK PA)

PA

07/07/2014 - 03/08/2016

PNC INVESTMENTS (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 04/30/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael G Costa.
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