Jeffrey Francis Little

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 10/2016
  Citizens Bank
  Cranston, RI
• 10/2016 → 07/2024
  Citizens Securities
  East Providence, RI
• 10/2024 → 11/2024
  Lpl Enterprise, Llc
  Fort Mill, SC
• 11/2024 → Present
  Pnc Wealth Management
  Smithfield, RI

Previous Registrations

• 2024-10-16 → 2024-11-14
  Lpl Enterprise, Llc
  Smithfield, RI
  Fort Mill, SC
• 2016-10-07 → 2024-07-02
  Citizens Securities, Inc.
  Johnston, RI
  Smithfield, RI
  East Providence, RI
  Johnston, RI
  Deep River, CT
  Deep River, CT
  Columbus, OH
  Conshohocken, PA
  Conshohocken, PA
  Monroeville, PA
• 2004-05-04 → 2016-04-14
  Citizens Securities, Inc.
  Canton, MA
  Pawtucket, RI
  Pawtucket, RI
• 2002-11-13 → 2004-04-26
  Quick & Reilly, Inc.
  Riverside, RI
• 2000-08-11 → 2002-11-12
  Morgan Stanley Dw Inc.
  Providence, RI

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-06-25
• S65 Uniform Investment Adviser Law Examination
  1997-12-05

Other Names

• Jeffrey F Little
• Jeffrey Francis Little
• Jeffrey Little