Toledo, OH Madison Ave Office

Team
Updated today

Client AUM

$29,402,102,056

Clients

160,885

Advisors

3

Of 1,169 advisors across 769 offices

Location

405 Madison Ave

Toledo OH 43604

Advisors at this office

3

Advisors at this office

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Nathan T

Series 66

Toledo, OH

PNC Wealth Management

Nathan Tuori is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 15 years of industry experience. He has been with PNC Bank and PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that utilizes algorithm-driven risk assessments and approved investment models managed by PNC or third parties.

Passive / index investing Active portfolio management Wealth management Executive
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Zachary B

Series 66

Toledo, OH

PNC Wealth Management

Zachary Bartko is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked within the PNC organization since 2007, including roles at PNC Bank and PNC Investments. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only employee pilot. The firm uses algorithm-driven risk assessments and delegates portfolio management and proxy voting to third parties.

Passive / index investing Active portfolio management Wealth management Executive
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Christopher B

Series 66

Toledo, OH

PNC Wealth Management

Christopher Brzuchalski is a financial advisor with PNC Wealth Management in Toledo, OH, holding a Series 66 designation and 26 years of industry experience. He has been with PNC investments since 2009. Outside of his advisory role, he serves as a board member and treasurer for Sylvania Youth Hockey. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessments to guide investment strategy with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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