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Paul Kevin Carpentier

Pnc Wealth Management LLC

Oldsmar, FL

Charlotte, NC

CRD 5504302

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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
FL RA APPROVED 2025-01-21
  • FL RA
    APPROVED
    Since 2025-01-21

Branch Locations

Oldsmar, FL • United States

2000 Randolph Road, Charlotte, NC 28207 • 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 Investments Pittsburgh PA 11/2015 08/2018
Pnc Investments Pittsburgh PA 09/2018 08/2020
Wells Fargo Clearing Services, Llc Charlotte NC 08/2020 06/2022
Pnc Investments Llc Charlotte NC 06/2022 Present
  • 11/2015 → 08/2018
    Pnc Investments
    Pittsburgh, PA
  • 09/2018 → 08/2020
    Pnc Investments
    Pittsburgh, PA
  • 08/2020 → 06/2022
    Wells Fargo Clearing Services, Llc
    Charlotte, NC
  • 06/2022 → Present
    Pnc Investments Llc
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-16
  • S66 Uniform Combined State Law Examination
    2015-07-16

View on SEC IAPD

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