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Roger Marvinney

PNC Investments

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About Roger Marvinney

Roger Marvinney is an investment advisor representative at PNC Investments. Roger has been in the securities industry since August 3, 2005 and has been registered with PNC Investments since February 26, 2013. Previously, Roger worked at UBS Financial Services Inc. and Citigroup Global Markets Inc. Roger holds the Series 7, Series 63, and Series 66 licenses. Roger is registered with the following states: California, Colorado, Delaware, Florida, Idaho, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia, and Washington.

Firm Information

Roger Marvinney 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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Roger Marvinney’s Registration & Firm History

NJ

02/26/2013 - Present

PNC Investments (BERNARDSVILLE NJ)

NY

10/02/2008 - 02/25/2013

UBS FINANCIAL SERVICES INC. (NEW YORK NY)

NY

08/03/2005 - 10/16/2008

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/04/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/16/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roger Marvinney.
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