Best Investors
Account
Sign in
Pnc Wealth Management LLC CRD 129052
$30.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-03-12 |
Branch Locations
2811 Ponce De Leon Blvd, Suite 800, Coral Gables, FL 33134 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Baco Raton | FL | 04/1999 | 07/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 10/2009 | 07/2025 |
| Pnc Wealth Management | Miami | FL | 02/2026 | Present |
| Pnc Bank | Miami | FL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-14 |
Reach out to this advisor