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Robert James Zigmond

PNC Investments

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About Robert James Zigmond

Robert Zigmond is a financial advisor at PNC Investments. Robert has been in the financial industry since December 2019. Robert has a Series 63 and Series 65 license. Robert also has a Series 7, Series 9, Series 10 and Series 24 license. Robert specializes in Retirement, Insurance and Investment advisory. Robert is registered in 41 states and is active in both Broker-Dealer and Investment Advisor roles. Robert was previously employed at Vanguard Marketing Corporation.

Firm Information

Robert Zigmond 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 Zigmond’s Registration & Firm History

NJ

01/04/2022 - Present

PNC Investments (CHERRY HILL NJ)

NC

02/10/2017 - 04/12/2017

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 09/22/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/05/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/20/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/09/2022

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/20/2022

Series 24 - General Securities Principal Examination

BC

Issued 02/27/2020

Series 7TO - General Securities Representative Examination

BC

Issued 04/12/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert James Zigmond.
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