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Robert Dort Brill

PNC Investments

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About Robert Dort Brill

Robert Dort Brill is an investment advisor representative with PNC Investments. Robert has been in the securities industry since December 28, 2003. Robert has Series 7, 31, and SIE licenses. Robert is also a Certified Financial Planner (CFP®). Robert is registered with the state of Maryland and Virginia and is licensed in 16 states. Prior to PNC Investments, Robert was associated with OBS Brokerage Services, Inc., Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., and Legg Mason Wood Walker, Incorporated.

Firm Information

Robert Brill 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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Robert Brill’s Registration & Firm History

MD

07/22/2011 - Present

PNC Investments (FREDERICK MD)

OH

11/16/2009 - 04/11/2011

OBS BROKERAGE SERVICES, INC. (WHITEHOUSE OH)

MD

04/02/2007 - 11/26/2007

MORGAN STANLEY & CO., INCORPORATED (FREDERICK MD)

MD

04/02/2004 - 04/02/2007

MORGAN STANLEY DW INC. (FREDERICK MD)

MD

10/02/2001 - 04/06/2004

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 09/06/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 10/01/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Dort Brill.
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