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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
PA RA APPROVED 2019-04-25
  • PA RA
    APPROVED
    Since 2019-04-25

Branch Locations

South Park, PA • United States

Pittsburgh Main Pnc Investments 300 Fifth Avenue, 26Th Floor, Pittsburgh, PA 15222 • 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 05/2016 09/2018
Pnc Investments Llc Pittsburgh PA 09/2018 Present
  • 05/2016 → 09/2018
    Pnc Investments
    Pittsburgh, PA
  • 09/2018 → Present
    Pnc Investments Llc
    Pittsburgh, PA
Other Businesses

01/2022 / Owner / GS# Designs / Not investment related / Zero hours during trading //

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-05
S63 Uniform Securities Agent State Law Examination 2015-03-10
  • S66 Uniform Combined State Law Examination
    2018-07-05
  • S63 Uniform Securities Agent State Law Examination
    2015-03-10
Other Names
  • Abby Lynn Knotts

View on SEC IAPD

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