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Robb Allen Newman

PNC Investments

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About Robb Allen Newman

Robb Newman has been in the financial services industry since 1999. He is currently registered with PNC Investments and has previously been registered with J.J.B. HILLIARD, W.L. LYONS, INC., PNC BROKERAGE CORP, ADVEST, INC., and TD WATERHOUSE INVESTOR SERVICES, INC. Robb Newman has a Series 63, Series 65, Series 7, and SIE license. He specializes in portfolio management for individuals and businesses. Robb Newman is registered with the following states: Arizona, Colorado, Florida, Georgia, Indiana, Kentucky, Maryland, Missouri, North Carolina, Ohio, South Carolina, and Virginia.

Firm Information

Robb Newman 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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Robb Newman’s Registration & Firm History

KY

08/16/2016 - Present

PNC Investments (FORT MITCHELL KY)

KY

06/01/2002 - 01/01/2004

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

PA

12/18/2001 - 06/01/2002

PNC BROKERAGE CORP (PITTSBURGH PA)

CT

11/15/2000 - 12/18/2001

ADVEST, INC. (HARTFORD CT)

NE

07/30/1999 - 11/20/2000

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

IA

Issued 01/25/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/12/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robb Allen Newman. Review regulatory record here.
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