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CRD 3015258
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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-30 |
Branch Locations
41 Oak Street, Ridgewood, NJ 07450 • United States
36 S. Kinderkamack Road, Montvale, NJ 07645 • United States
1050 Main Street, River Edge, NJ 07661 • United States
141 Franklin Turnpike, Mahwah, NJ 07430 • United States
844 Franklin Ave, Franklin Lakes, NJ 07417 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments Llc | Pittsburgh | PA | 06/2013 | 10/2018 |
| Pnc Investments Llc | Montvale | NJ | 12/2024 | Present |
| Pnc Bank | Fairfield | NJ | 10/2018 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-19 |
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