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Stephanie Young

Pnc Wealth Management LLC

Ada, MI

Pittsburgh, PA

CRD 4365551

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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
MI RA APPROVED 2011-01-26
  • MI RA
    APPROVED
    Since 2011-01-26

Branch Locations

Ada, MI • United States

Pittsburgh Main Pnc Investments 300 Fifth Avenue, 26Th Floor, Pittsburgh, PA 15222 • 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 Wealth Management Grand Rapids MI 11/2009 Present
  • 11/2009 → Present
    Pnc Wealth Management
    Grand Rapids, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-12-09
S63 Uniform Securities Agent State Law Examination 2001-11-30
  • S65 Uniform Investment Adviser Law Examination
    2003-12-09
  • S63 Uniform Securities Agent State Law Examination
    2001-11-30

View on SEC IAPD

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