Robert P. Edmiston

PNC CAPITAL ADVISORS LLC

Philadelphia, PA 19103

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CRD#: 4837895

Professional summary

Robert Philip Edmiston is a registered financial advisor currently at PNC CAPITAL ADVISORS LLC located in Philadelphia, Pennsylvania and PNC CAPITAL MARKETS LLC located in Philadelphia, Pennsylvania.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Robert has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 3 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

DUNWOODY VILLAGE, NEWTON SQUARE, PA, NON-INVESTMENT RELATED-CONTINUING CARE COMMUNITY, START DATE 6/26/2018, TRUSTEE, BOARD MEMBER FOR NON-PROFIT CONTINUING CARE RETIREMENT COMMUNITY IN PHILADELPHIA SUBURB OF NEWTON SQUARE, 2 HOURS PER MONTH WITH 0 DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Philip Edmiston's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 22, 2016 - Present

PNC CAPITAL ADVISORS LLC

Office #1: 1600 Market Street Suite 1450, Philadelphia, PA 19103

RIA

CRD#: 151829

Philadelphia, PA

Current

March 6, 2020 - Present

PNC CAPITAL MARKETS LLC

Office #1: 1600 Market St 21st Floor, Philadelphia, PA 19103

CRD#: 15647

Philadelphia, PA

Past

March 18, 2016 - December 31, 2019

FORESIDE DISTRIBUTION SOLUTIONS, LLC

CRD#: 118787

PHILADELPHIA, PA

Past

June 30, 2011 - December 10, 2015

HIRTLE, CALLAGHAN & CO., LLC

RIA

CRD#: 105403

WEST CONSHOHOCKEN, PA

Past

February 23, 2005 - August 4, 2009

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

November 10, 2004 - February 10, 2005

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PNC CAPITAL ADVISORS LLC

CRD#: 151829 / SEC#: 801-70684

RIA

Registered Investment Advisory firm - (9/29/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Delaware
(1/12/2021)

Maryland
(1/6/2025)

New Jersey
(1/12/2021)

IAR

Pennsylvania
(2/22/2016)

Pennsylvania
(3/6/2020)

Virginia
(1/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 4/29/2016

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/22/2011

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/18/2016

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 11/21/2012

National Commodity Futures Examination

General Industry/Product Exam

Series 6

Date: 11/9/2004

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

PNC CAPITAL ADVISORS LLC

CRD#: 151829 / SEC#: 801-70684

RIA

Registered Investment Advisory firm - (9/29/2009 Approved)

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Contact information

Main Address

One East Pratt Street Fifth Floor - East, Baltimore, MD 21202

Mailing Address

Phone number

(216) 222-3921

Established

Firm type

Fiscal year end

# of Employees

263

SEC notice filing (51 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

PCA FORM ADV PART 2A BROCHURE 2025 4 4 (4/4/2025)

Regulatory assets under management

Total Number of Accounts	573
AUM (Assets Under Management)	$ 42,558,194,728

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2024	Cover Page	Report
08/24/2023	Cover Page	Report
09/28/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Robert P. Edmiston

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Philip Edmiston's CRS (Customer Relationship Summary).

Certified licenses

Experience

PNC CAPITAL MARKETS LLC

FORESIDE DISTRIBUTION SOLUTIONS, LLC

HIRTLE, CALLAGHAN & CO., LLC

VANGUARD MARKETING CORPORATION

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

PNC CAPITAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/29/2016

Series 65

Date: 6/22/2011

SIE

Date: 10/1/2018

Series 7

Date: 3/18/2016

Series 3

Date: 11/21/2012

Series 6

Date: 11/9/2004

FINRA

Current Firm

PNC CAPITAL ADVISORS LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PNC CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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