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Todd J Leary

PNC Investments

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About Todd J Leary

Todd Leary is a financial advisor with over 10 years of experience in the financial services industry. Todd currently works at PNC Investments, a firm with over $2 trillion in assets under management. Todd has worked at various financial firms throughout his career, including Northwestern Mutual Investment Services, LLC, Securian Financial Services, Inc., and Waddell & Reed. Todd has a strong track record of providing financial guidance to individuals, families, and businesses. Todd's experience and knowledge make him a valuable resource for clients seeking financial advice.

Firm Information

Todd Leary 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 Leary’s Registration & Firm History

OH

05/22/2024 - Present

PNC Investments (WEST CHESTER OH)

KY

12/01/2022 - 05/20/2024

ALLSTATE FINANCIAL SERVICES, LLC (FLORENCE KY)

OH

01/30/2020 - 11/04/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CINCINNATI OH)

KY

08/15/2018 - 01/21/2020

SECURIAN FINANCIAL SERVICES, INC. (COVINGTON KY)

OH

10/31/2016 - 08/10/2018

FORESTERS FINANCIAL SERVICES, INC. (WEST CHESTER OH)

NE

02/19/2013 - 09/12/2016

WADDELL & REED (LINCOLN NE)

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Licenses & Designations

BOTH

Issued 03/04/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/05/2016

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 08/01/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd J Leary.
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