AdvisorCensus / Financial advisors / New York / New York, NY / PNC Bank
Financial advisors in New York, NY using PNC Bank
5 SEC-registered investment advisory firms headquartered in the New York, NY metro area name PNC Bank as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Atalanta Sosnoff Capital, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Hudson Edge Investment Partners, Inc. | Jersey City | SEC-registered investment adviser | $1 billion to $5 billion |
| Pathstone | Englewood | SEC-registered investment adviser | Over $5 billion |
| Raven Credit Capital Management LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Stacey Braun Associates Inc | New York | SEC-registered investment adviser | Over $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. PNC Bank nationwide
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AdvisorCensus. Financial advisors in New York, NY using PNC Bank. https://advisorcensus.com/advisors/ny/new-york/custodians/pnc-bank https://advisorcensus.com/advisors/ny/new-york/custodians/pnc-bank