Best Investors
Account
Sign in
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Haddon Township | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Haddon Township | NJ | 11/2016 | 08/2018 |
| Hightower Securities Llc | Sarasota | FL | 10/2018 | 03/2020 |
| Hightower Advisors Llc | Sarasota | FL | 10/2018 | 03/2020 |
| Fifth Third Bank | Sarasota | FL | 05/2020 | 09/2024 |
| Fifth Third Securities | Sarasota | FL | 05/2020 | 09/2024 |
| Unemployed | Sarasota | FL | 04/2020 | 04/2020 |
| Pnc Investments Llc | Pittsburgh | PA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-02 |
Reach out to this advisor