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Todd Henry Simon

PNC Investments

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About Todd Henry Simon

Todd Simon is a financial advisor who has been in the industry since 1997. He is currently registered with PNC Investments and has been with them since 2009. He previously worked at NATCITY INVESTMENTS, INC., OHIO SAVINGS SECURITIES, INC., and DEAN WITTER REYNOLDS INC. Todd Simon has licenses in Indiana and Ohio.

Firm Information

Todd Simon 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 Simon’s Registration & Firm History

OH

11/13/2009 - Present

PNC Investments (N. OLMSTED OH)

OH

11/09/2004 - 11/13/2009

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

OH

11/03/1997 - 07/08/2004

OHIO SAVINGS SECURITIES, INC. (CLEVELAND OH)

NY

03/12/1997 - 11/05/1997

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 04/11/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/02/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 03/11/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd Henry Simon.
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