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Philip Graham O'brien

PNC INVESTMENTS LLC·PITTSBURGH, Pennsylvania
Series 27Clean recordPNC INVESTMENTS LLC
300 FIFTH AVENUE, PITTSBURGH, PA 15222-2722CRD# 5757621Firm CRD# 129052

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philip Graham O'brien · PITTSBURGH, PA
Registration
CRD #5757621 · PNC INVESTMENTS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 27
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PNC INVESTMENTS LLC
CRD 129052 · SEC 801-66195
AUM
$23.9B
Regulatory assets under management
Employees
1,475
152,189 client accounts
Services offered by PNC INVESTMENTS LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PNC INVESTMENTS LLC →
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Frequently Asked Questions

What services does Philip Graham O'brien offer?
Philip Graham O'brien specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Philip Graham O'brien's credentials?
Philip Graham O'brien is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Graham O'brien located?
Philip Graham O'brien is based in PITTSBURGH, Pennsylvania, working with PNC INVESTMENTS LLC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Philip Graham O'brien charge for services?
Philip Graham O'brien's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PNC INVESTMENTS LLC?
PNC INVESTMENTS LLC has approximately 1475 employees and manages $23.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PNC INVESTMENTS LLC

Kimberly Lynn Weidner
PITTSBURGH, PA
Robert Wilson Santillo
PITTSBURGH, PA
Frank Anthony Iii Consalo
PITTSBURGH, PA
David Joseph Schafer
PITTSBURGH, PA
John Paul Holodinski
PITTSBURGH, PA
Margaret Mary Richardson
PITTSBURGH, PA

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