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Robert Joseph Yurgalewicz

PNC Investments

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About Robert Joseph Yurgalewicz

Robert Joseph Yurgalewicz is an investment advisor representative with PNC Investments. Robert is registered with FINRA and the state of Ohio. Robert has a Series 7, Series 66, and SIE licenses. Robert's previous employment includes Edward Jones and J.P. Morgan Securities LLC. Robert has been in the industry since 2017. Robert's specializations include retirement planning, college savings planning, and estate planning.

Firm Information

Robert Yurgalewicz 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 Yurgalewicz’s Registration & Firm History

OH

07/01/2019 - Present

PNC Investments (Berea OH)

OH

12/11/2017 - 06/17/2019

J.P. MORGAN SECURITIES LLC (NORTH OLMSTED OH)

MO

08/09/2017 - 10/11/2017

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 08/26/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Joseph Yurgalewicz.
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