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Robert Joseph Celata

PNC Capital Markets LLC

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About Robert Joseph Celata

Robert Joseph Celata is a financial advisor who has been in the industry since July 1998. Robert is a registered representative with PNC Capital Markets LLC, and is licensed to sell securities in Pennsylvania and New York. Robert has a strong track record of success in the financial services industry, with experience in investment banking, securities trading, and investment advisory services. Robert is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Prior to joining PNC Capital Markets LLC, Robert was employed by Natcity Investments, Inc. in Cleveland, Ohio.

Firm Information

Robert Celata is currently registered with PNC Capital Markets LLC. PNC Capital Markets LLC is a Limited Liability Company formed in December 2005. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. PNC Capital Markets LLC has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

489

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.

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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Robert Celata’s Registration & Firm History

PA

07/28/1998 - Present

PNC Capital Markets LLC (PHILADELPHIA PA)

OH

01/02/2009 - 02/22/2010

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 08/14/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/25/2002

Series 53 - Municipal Securities Principal Examination

BC

Issued 08/20/1998

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Joseph Celata.
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