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Timothy William Albert

PNC Investments

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About Timothy William Albert

Timothy Albert is a financial advisor with over 25 years of experience in the financial services industry. Timothy Albert is currently registered with PNC Investments and holds Series 7, Series 31, Series 63 and Series 65 licenses. Timothy Albert has been with PNC Investments since 2004. Prior to that, Timothy Albert worked at Wachovia Securities, LLC, Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lincoln Financial Advisors Corporation, and Sagemark Consulting, Inc.

Firm Information

Timothy Albert 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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Timothy Albert’s Registration & Firm History

PA

01/12/2005 - Present

PNC Investments (ALIQUIPPA PA)

MO

07/01/2003 - 12/09/2004

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

07/13/2001 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

11/13/1998 - 07/24/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

IN

06/01/1998 - 11/03/1998

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

PA

03/19/1997 - 08/04/1998

SAGEMARK CONSULTING, INC. (RADNOR PA)

NY

07/10/1996 - 12/19/1996

VTR CAPITAL, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/02/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/17/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 07/09/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Timothy William Albert. Review regulatory record here.
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