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Chad D Shuherk

Pnc Wealth Management LLC

Englewood, OH

Dayton , OH

CRD 5210944

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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
OH RA APPROVED 2011-04-08
  • OH RA
    APPROVED
    Since 2011-04-08

Branch Locations

175 W National Rd, Englewood, OH 45322 • United States

5820 N Dixie Dr, Dayton , OH 45414 • 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 Bank Pittsburgh PA 04/2011 Present
Pnc Investments Pittsburgh PA 04/2011 Present
  • 04/2011 → Present
    Pnc Bank
    Pittsburgh, PA
  • 04/2011 → Present
    Pnc Investments
    Pittsburgh, PA
Previous Registrations
  • 2008-06-19 → 2011-04-04
    Chase Investment Services Corp.
    Dayton, OH
    Vandalia, OH
    Dayton, OH
    Dayton, OH
    Dayton, OH
  • 2008-03-31 → 2008-06-12
    Key Investment Services Llc
    Indianapolis, IN
    Cincinnati, OH
  • 2006-12-15 → 2008-02-29
    Edward Jones
    St Louis, MO
    Dayton, OH
    Vandalia, OH
    Dayton, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-27
  • S66 Uniform Combined State Law Examination
    2006-11-27

View on SEC IAPD

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