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Thomas John McHale

PNC Investments

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About Thomas John McHale

Thomas McHale is a financial advisor with PNC Investments. Thomas has been in the financial industry since June 7, 1990. Thomas has a Series 7, Series 24, Series 63, and Series 65. Thomas has a Bachelor of Arts degree in Economics from the University of Pennsylvania. Thomas specializes in working with high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Thomas McHale 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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Thomas McHale’s Registration & Firm History

NJ

01/01/2004 - Present

PNC Investments (CHERRY HILL NJ)

KY

06/01/2002 - 01/01/2004

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

PA

02/06/1996 - 06/01/2002

PNC BROKERAGE CORP (PITTSBURGH PA)

CA

03/06/1996 - 06/11/1996

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

NY

10/03/1995 - 02/05/1996

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NY

08/19/1994 - 08/18/1995

H.J. MEYERS & CO., INC. (ROCHESTER NY)

NY

04/24/1990 - 09/15/1994

HIBBARD BROWN & CO., INC. (NEW YORK NY)

NY

08/05/1994 - 08/19/1994

WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/28/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/01/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/01/1993

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 72 - Government Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Thomas John McHale. Review regulatory record here.
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