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Pete Angelokostopoulos

PNC Investments

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About Pete Angelokostopoulos

Pete Angelokostopoulos is a financial advisor with PNC Investments. Pete has been in the financial industry since 2006 and has a Series 63, Series 65, and Series 7 license. Pete is registered to provide investment advisory services in Indiana, Ohio, Alabama, California, District of Columbia, Florida, Georgia, Michigan, North Carolina, Pennsylvania, and Virginia. He specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Pete has worked with PNC Investments since March of 2014. Prior to this, he was an advisor for Cleveland Research Company LLC and FTN Midwest Securities Corp.

Firm Information

Pete Angelokostopoulos 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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Pete Angelokostopoulos’s Registration & Firm History

OH

09/03/2010 - Present

PNC Investments (CLEVELAND OH)

OH

03/29/2007 - 03/25/2010

CLEVELAND RESEARCH COMPANY LLC (CLEVELAND OH)

OH

04/20/2005 - 07/14/2006

FTN MIDWEST SECURITIES CORP. (CLEVELAND OH)

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Licenses & Designations

IA

Issued 04/26/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Pete Angelokostopoulos. Review regulatory record here.
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