Brian J Moser

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

• 07/2015 → Present
  Pnc Investments Llc
  Little Falls, DE

Previous Registrations

• 2014-02-26 → 2015-07-22
  Spire Wealth Management, Llc
  Mclean, VA
• 2013-09-04 → 2014-02-27
  Wells Fargo Clearing Services, Llc
  Hagerstown, MD
• 2008-01-01 → 2011-07-20
  Wells Fargo Clearing Services, Llc
  Riverside, CA
  Rancho Mirage, CA
  Rancho Mirage, CA
  Palm Springs, CA
  Rancho Mirage, CA
  Palm Desert, CA
• 2003-05-09 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Palm Springs, CA
  St. Louis, MO
  Palm Springs, CA

Other Businesses

1) 02-12-2018/ Co-Owner / Short Term Rental Property / Not Investment Related / 0 Hours during Trading Hours 2) 10/18/2022/ Co-Owner / Short Term Rental Property / Not Investment Related / 0 Hours during Trading Hour 3) 11/01/2025 / Jt Owner / Frank Matero & Brian Moser - Parttime rental property / Not investment related / Zero hours during trading //

Exams

• S66 Uniform Combined State Law Examination
  2013-08-29

Other Names

• Brian John Bennett
• Brian J Moser
• Brian John Moser Williams