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James Vincent Rotondo

Pnc Wealth Management LLC

Kinnelon, NJ

CRD 2794680

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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
NJ RA APPROVED 2026-07-07
  • NJ RA
    APPROVED
    Since 2026-07-07

Branch Locations

1483 Route 23 Suite 4, Kinnelon, NJ 07405 • 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
Wells Fargo Clearing Services, Llc Elizabeth NJ 05/2025 01/2026
Wells Fargo Bank, Na Elizabeth NJ 01/2022 01/2026
Millburn Culinary Associates Inc. Millburn NJ 06/2016 12/2021
Cobra Flats Llc Morris Plains NJ 04/2022 Present
Doordash, Inc. San Francisco CA 05/2024 06/2025
Pnc Wealth Management Llc Kinnelon NJ 02/2026 Present
Pnc Bank Kinnelon NJ 02/2026 Present
  • 05/2025 → 01/2026
    Wells Fargo Clearing Services, Llc
    Elizabeth, NJ
  • 01/2022 → 01/2026
    Wells Fargo Bank, Na
    Elizabeth, NJ
  • 06/2016 → 12/2021
    Millburn Culinary Associates Inc.
    Millburn, NJ
  • 04/2022 → Present
    Cobra Flats Llc
    Morris Plains, NJ
  • 05/2024 → 06/2025
    Doordash, Inc.
    San Francisco, CA
  • 02/2026 → Present
    Kinnelon, NJ
  • 02/2026 → Present
    Pnc Bank
    Kinnelon, NJ
Other Businesses

04/14/2022 / Managing Member / Cobra Flats / Not Investment related / Zero hours during trading //

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-15
S63 Uniform Securities Agent State Law Examination 2025-07-16
  • S65 Uniform Investment Adviser Law Examination
    2026-06-15
  • S63 Uniform Securities Agent State Law Examination
    2025-07-16
Other Names
  • James Rotondo
  • James V Rotondo
  • James Vincent Rotondo

View on SEC IAPD

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