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Michael Jennings Trotter

Pnc Wealth Management LLC

Charlotte, NC

Bridgewater, NJ

CRD 5353725

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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
NC RA APPROVED 2020-02-28
  • NC RA
    APPROVED
    Since 2020-02-28

Branch Locations

4720 Piedmont Row Drive Ste. 200, Charlotte, NC 28210 • United States

1500 Prince Rodgers Avenue, Bridgewater, NJ 08807 • 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
Tiaa Charlotte NC 12/2014 07/2019
Tiaa-Cref Individual & Institutional Services, Llc Charlotte NC 12/2014 07/2019
Pnc Investments Charlotte NC 11/2019 Present
Unemployed Charlotte NC 08/2019 10/2019
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-06
S63 Uniform Securities Agent State Law Examination 2015-03-26
  • S65 Uniform Investment Adviser Law Examination
    2015-05-06
  • S63 Uniform Securities Agent State Law Examination
    2015-03-26

View on SEC IAPD

Nearby Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC

Nearby Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS

Nearby Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC

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