Brick Township, NJ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$29,402,102,056
ClientsTotal clients
160,885
AdvisorsAdvisors at this office
4
Of 1,166 advisors across 769 offices
Location
1040 Route 70
Brick Township NJ 08724
Advisors at this office
4
Advisors at this office
Richard C
Series 63, Series 65
Brick Township, NJ
PNC Wealth Management
Richard Calabro is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and with 34 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithmic risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.
Brian B
Series 63, Series 65
Brick Township, NJ
PNC Wealth Management
Brian Blair is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and having 36 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is a musician with the group The Soulstirs. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven model strategies executed via mutual funds and ETFs with annual rebalancing.
Angelo C
Series 63, Series 65
Brick Township, NJ
PNC Wealth Management
Angelo Ciacco is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist Digital Offering available by invitation to employees. The firm uses algorithm-driven risk assessments and delegates portfolio execution to third parties, focusing on mutual funds and ETFs with annual rebalancing.
Todd S
Series 63, Series 65
Brick Township, NJ
PNC Wealth Management
Todd Schaefer is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with PNC Investments since 2006. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithmic questionnaires to recommend investment risk bands and employs mutual funds and ETFs with annual rebalancing.
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