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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 | 2022-12-06 |
Branch Locations
2000 Randolph Road, Charlotte, NC 28207 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Lauderdale | FL | 06/2016 | 08/2017 |
| Atlantic Capital Advisors | Ft Lauderdale | FL | 06/2016 | 08/2017 |
| Independent Financial Partners | Miami | FL | 07/2017 | 08/2017 |
| Ocean Financial Services, Llc | Miami | FL | 08/2017 | 05/2019 |
| Ocean Bank | Miami | FL | 08/2017 | 05/2019 |
| Cetera Investment Advisers Llc | Miami | FL | 06/2019 | 09/2021 |
| Cetera Investment Services Llc | St. Cloud | MN | 06/2019 | 09/2021 |
| Regions Bank | Miami | FL | 06/2019 | 09/2021 |
| Andbanc Brokerage Llc | Miami | FL | 10/2021 | 11/2022 |
| Pnc Investments Llc | Miami | FL | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-06 |
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