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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 | 2026-02-18 |
Branch Locations
993 Sebastian Boulevard, Sebastian, FL 32958 • United States
5295 Babcock Street Ne, Palm Bay, FL 32905 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 03/2011 | 03/2017 |
| Unemployed | Melbourne Beach | FL | 04/2017 | 07/2017 |
| Cetera Investment Advisers Llc | Melbourne | FL | 08/2017 | 03/2018 |
| Regions Bank | Melbourne | FL | 08/2017 | 03/2018 |
| Cetera Investment Services Llc | St. Cloud | MN | 08/2017 | 03/2018 |
| Pnc Investments | Sebastian | FL | 03/2018 | 03/2023 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 03/2023 | 11/2023 |
| Pnc Investments Llc | Sebastian | FL | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-26 |
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