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Adam Joseph Peirce

Pnc Wealth Management LLC

Grand Rapids, MI

CRD 4574929

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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
MI RA APPROVED 2023-10-02
  • MI RA
    APPROVED
    Since 2023-10-02

Branch Locations

171 Monroe Nw 4Th Floor, Grand Rapids, MI 49503 • 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
Pnc Investments Grand Rapids MI 09/2012 Present
  • 09/2012 → Present
    Pnc Investments
    Grand Rapids, MI
Other Businesses

1) 03/26/2025 / Member / ABCD Hive LLC / Not investment related / Zero hours during trading //

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-08-24
S63 Uniform Securities Agent State Law Examination 2002-12-03
  • S65 Uniform Investment Adviser Law Examination
    2010-08-24
  • S63 Uniform Securities Agent State Law Examination
    2002-12-03
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

J. W. COLE ADVISORS, INC.
CREATIVEONE WEALTH, LLC
AI ALPHA LLC

Nearby Investors

LEONARD MARTIN RHOADES
PAUL JACOB KITZROW
JEFFREY KEITH STUKEY

Nearby Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI

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