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Todd Andrew Schaefer

PNC Investments

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About Todd Andrew Schaefer

Todd Andrew Schaefer is a financial advisor at PNC Investments with over 20 years of experience in the industry. Todd has a wide range of experience, having previously worked at Wachovia Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Herzog, Heine, Geduld, Inc. Todd holds a Series 7 and Series 63 license and is also a registered Investment Advisor. PNC Investments is a large firm that provides a variety of financial services to individual and institutional clients.

Firm Information

Todd Schaefer 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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Todd Schaefer’s Registration & Firm History

NJ

01/08/2007 - Present

PNC Investments (HAMILTON NJ)

PA

11/18/2003 - 12/19/2006

WACHOVIA SECURITIES, LLC (YARDLEY PA)

NY

01/09/2001 - 12/01/2003

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

NY

02/24/1997 - 01/04/2001

HERZOG, HEINE, GEDULD, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/12/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/10/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd Andrew Schaefer.
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