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Paul D Pacelli

PNC Investments

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About Paul D Pacelli

Paul Pacelli is a financial advisor at PNC Investments with over two years of experience in the industry. Paul holds Series 7, 63, 66, and 24 licenses. Paul has experience working at The Investment Center, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Paul specializes in portfolio management for individuals and businesses. PNC Investments is a firm that offers a variety of financial services, including investment management, financial planning, and retirement planning. The firm has over 1000 investment advisors and over 150,000 client accounts. PNC Investments' clients include high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Paul Pacelli 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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Paul Pacelli’s Registration & Firm History

PA

09/07/2023 - Present

PNC Investments (Philadelphia PA)

NJ

05/27/2021 - 12/05/2022

THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)

NJ

01/05/2021 - 04/28/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

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Licenses & Designations

BOTH

Issued 03/10/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/16/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/12/2021

Series 24 - General Securities Principal Examination

BC

Issued 01/05/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/03/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul D Pacelli.
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