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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
DE RA APPROVED 2017-09-21
  • DE RA
    APPROVED
    Since 2017-09-21

Branch Locations

1 East Basin Road, New Castle, DE 19720 • United States

84 University Plaza, Route 273, Newark, DE 19702 • United States

460 West Main Street, Middletown, DE 19709 • 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
Citizens Bank Narberth PA 03/2016 09/2016
Citizens Securities, Inc. Narberth PA 03/2016 09/2016
Wells Fargo Bank, Na Middletown DE 09/2016 09/2017
Wells Fargo Advisors, Llc Middletown DE 10/2016 11/2016
Wells Fargo Clearing Services, Llc Middletown DE 11/2016 09/2017
Pnc Investments Pittsburgh PA 09/2017 Present
  • 03/2016 → 09/2016
    Citizens Bank
    Narberth, PA
  • 03/2016 → 09/2016
    Narberth, PA
  • 09/2016 → 09/2017
    Wells Fargo Bank, Na
    Middletown, DE
  • 10/2016 → 11/2016
    Wells Fargo Advisors, Llc
    Middletown, DE
  • 11/2016 → 09/2017
    Middletown, DE
  • 09/2017 → Present
    Pnc Investments
    Pittsburgh, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-03-15
S63 Uniform Securities Agent State Law Examination 2004-10-15
  • S65 Uniform Investment Adviser Law Examination
    2006-03-15
  • S63 Uniform Securities Agent State Law Examination
    2004-10-15
Other Names
  • Kyle Hennessy
  • Kyle Patrick Hennessy

View on SEC IAPD

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