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Daniel Paul Paley

Pnc Wealth Management LLC

Marietta, GA

CRD 4210232

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Employer firm

Pnc Wealth Management LLC CRD 129052

$30.3B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Pnc Wealth Management Llc

300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2013-03-26
  • GA RA
    APPROVED
    Since 2013-03-26

Branch Locations

4244 Roswell Rd, Marietta, GA 30062 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Pittsburgh PA 03/2013 Present
  • 03/2013 → Present
    Pnc Investments
    Pittsburgh, PA
Previous Registrations
  • 2008-03-18 → 2013-03-12
    Mcadoo, PA
    Allentown, PA
    Whitehall, PA
    Wilkes-Barre, PA
    Pittston, PA
    Tunkhannock, PA
  • 2006-07-20 → 2008-03-03
    Mfp Strategies
    Bethlehem, PA
Other Businesses

05/01/2026 / Owner / Paley Family Properties LLC / Not Investment Related / Zero hours during trading //

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-09
S63 Uniform Securities Agent State Law Examination 2001-11-19
  • S66 Uniform Combined State Law Examination
    2005-12-09
  • S63 Uniform Securities Agent State Law Examination
    2001-11-19

View on SEC IAPD

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