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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
WV RA APPROVED 2024-03-04
OH RA APPROVED 2024-02-27
  • WV RA
    APPROVED
    Since 2024-03-04
  • OH RA
    APPROVED
    Since 2024-02-27

Branch Locations

199 W Main St, St Clairsville, OH 43950 • United States

235 S Main St, Cadiz, OH 43907 • 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
Wesbanco Securities, Inc Wheeling WV 06/2003 08/2019
Wesbanco Bank Wheeling WV 02/2012 08/2019
Cuna Brokerage Services, Inc Waverly IA 08/2020 02/2024
Cuna Mutual Group Waverly IA 08/2020 02/2024
Unemployed Wheeling WV 08/2019 08/2020
Lpl Financial Llc New Martinsville WV 05/2022 02/2024
Pnc Investments Llc St. Clairsville OH 02/2024 Present
  • 06/2003 → 08/2019
    Wheeling, WV
  • 02/2012 → 08/2019
    Wesbanco Bank
    Wheeling, WV
  • 08/2020 → 02/2024
    Cuna Brokerage Services, Inc
    Waverly, IA
  • 08/2020 → 02/2024
    Cuna Mutual Group
    Waverly, IA
  • 08/2019 → 08/2020
    Unemployed
    Wheeling, WV
  • 05/2022 → 02/2024
    New Martinsville, WV
  • 02/2024 → Present
    Pnc Investments Llc
    St. Clairsville, OH
Previous Registrations
  • 2022-05-18 → 2024-02-15
    New Martinsville, WV
    New Martinsville, WV
    New Martinsville, WV
  • 2020-08-25 → 2022-05-18
    Cuna Brokerage Services, Inc.
    New Martinsville, WV
  • 2015-05-21 → 2019-08-19
    Wheeling, WV
    St Clairsville, OH
    Wheeling, WV
    Cincinnati, OH
    Mcmechen, WV
    Pittsburgh, PA
    Washington, PA
    Monaca, PA
    Charleston, WV
    Canonsburg, PA
    Moundsville, WV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-03-05
S63 Uniform Securities Agent State Law Examination 2003-06-24
  • S65 Uniform Investment Adviser Law Examination
    2004-03-05
  • S63 Uniform Securities Agent State Law Examination
    2003-06-24
Other Names
  • Suzanne Adele Mitchell
  • Suzanne Mitchell Hall
  • Suzanne H. Ice

View on SEC IAPD

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