RE
RE

Robert Philip Edmiston

18 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
223 clients
Average Client Portfolio
$190.8M average
Assets Under Management
$42.6B
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Location

1600 Market Street, Philadelphia, PA, 19103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert is a trustee and board member for a non-profit continuing care retirement community in Newton Square, PA, since 2018. This requires minimal time.

Employment History
Current Registrations
PNC Capital Markets LLCBroker
March 2020 - Present · 5 yrs 11 mos
PNC Capital Advisors LLC
February 2016 - Present · 10 yrs
Previous Registrations
PNC Funds Distributor, LLCBroker
March 2016 - December 2019 · 3 yrs 9 mos
Hirtle, Callaghan & CO., LLC
June 2011 - December 2015 · 4 yrs 6 mos
Vanguard Marketing CorporationBroker
February 2005 - August 2009 · 4 yrs 6 mos
Nylife Securities INC.Broker
November 2004 - February 2005 · 3 mos
State Registrations5 states
DEMDNJPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Robert Philip Edmiston - Financial Advisor | TrueAdvisor