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Todd J Leary

Pnc Wealth Management LLC

West Chester, OH

Cincinnati, OH

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Current Employers
Pnc Wealth Management Llc

300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-05-22
  • OH RA
    APPROVED
    Since 2024-05-22

Branch Locations

7811 Tylersville Road, West Chester, OH 45069 • United States

604 Ohio Pike, Cincinnati, OH 45245 • 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
Foresters Financial West Chester OH 10/2016 08/2018
Waddell And Reed Lincoln NE 12/2012 10/2016
Northwestern Mutual Life Insurance Company Milwaukee WI 01/2020 11/2022
Northwestern Mutual Investment Services Llc Cincinnati OH 01/2020 11/2022
Securian Financial Covington KY 08/2018 01/2020
Northwestern Mutual Wealth Management Company Milwaukee WI 05/2021 11/2022
Allstate Insurance Company Covington KY 11/2022 05/2024
Pnc Investments West Chester OH 05/2024 Present
  • 10/2016 → 08/2018
    Foresters Financial
    West Chester, OH
  • 12/2012 → 10/2016
    Waddell And Reed
    Lincoln, NE
  • 01/2020 → 11/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 01/2020 → 11/2022
    Northwestern Mutual Investment Services Llc
    Cincinnati, OH
  • 08/2018 → 01/2020
    Securian Financial
    Covington, KY
  • 05/2021 → 11/2022
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 11/2022 → 05/2024
    Allstate Insurance Company
    Covington, KY
  • 05/2024 → Present
    Pnc Investments
    West Chester, OH
Previous Registrations
  • 2022-12-01 → 2024-05-20
    Allstate Financial Advisors, Llc
    Covington, KY
    Florence, KY
  • 2020-02-03 → 2021-11-04
    Northwestern Mutual Investment Services, Llc
    Cincinnati, OH
  • 2018-08-15 → 2020-01-21
    Securian Financial Services, Inc.
    Ft. Wright, KY
  • 2016-10-31 → 2018-08-10
    Foresters Advisory Services, Llc
    Edison, NJ
    West Chester, OH
  • 2013-03-07 → 2016-09-12
    Waddell & Reed
    Grand Island, NE
    Savage, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-04
  • S66 Uniform Combined State Law Examination
    2013-03-04
Other Names
  • Todd J Leary
  • Todd Leary

View on SEC IAPD

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LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CHARLES SCHWAB & CO., INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Other Investors

TRACY DONALD JONES
THOMAS DAVID EBNER
ROBERT MICHAEL LESHNAK
VINCENT B WALN
Seung Ryong-Hwang Mishler
MEGAN ROSE DALTON
DAVID MICHAEL DALTON
Matthew Stephen Nance

Other Offices

OSAIC WEALTH, INC. · WEST CHESTER, OH
SOUTHLAND EQUITY PARTNERS, LLC. · West Chester, OH
OSAIC WEALTH, INC. · WEST CHESTER, OH
HORNOR, TOWNSEND & KENT, LLC · WEST CHESTER, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Liberty Township, OH
LPL FINANCIAL LLC · WEST CHESTER, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · West Chester, OH
PNC WEALTH MANAGEMENT LLC · Liberty Township, OH

More in West Chester, OH

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