Unclaimed
Scott Troilo is a financial advisor with over 30 years of experience in the financial services industry. He has been with PNC Investments since 2004, where he provides investment advisory services. Previously, Scott held positions at J.J.B. HILLIARD, W.L. LYONS, INC., PNC BROKERAGE CORP, DONALD & CO. SECURITIES INC. and L.C. WEGARD & CO., INC. Scott specializes in providing financial advice to individuals, businesses, and charitable organizations. He is also registered as an investment advisor in Pennsylvania and New Jersey.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
01/01/2004 - Present
PNC Investments (JENKINTOWN PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
11/10/1997 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
NJ
09/21/1994 - 11/19/1997
DONALD & CO. SECURITIES INC. (TINTON FALLS NJ)
NY
09/20/1993 - 09/21/1994
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 09/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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