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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-10 |
Branch Locations
1701 South Braddock Avenue, Pittsburgh, PA 15218 • United States
2400 Ardmore Boulevard, Pittsburgh, PA 15221 • United States
206 Rodi Road, Pittsburgh, PA 15235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Monroeville | PA | 09/2015 | 09/2016 |
| First Niagara Bank | Monroeville | PA | 09/2015 | 09/2016 |
| Key Investment Services Llc | Monroeville | PA | 09/2016 | 02/2017 |
| Keybank | Monroeville | PA | 09/2016 | 02/2017 |
| The Huntington Investment Company | Columbus | OH | 04/2017 | 07/2017 |
| The Huntington National Bank | Jefferson Hills | PA | 02/2017 | 07/2017 |
| Pnc Investments, Llc | Pittsburgh | PA | 08/2017 | 08/2021 |
| Pnc Bank, Na | Monroeville | PA | 08/2017 | 08/2021 |
| Pnc Investments | Pittsburgh | PA | 08/2021 | 12/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 12/2022 | 05/2023 |
| Bank Of America, N.A. | Pittsburgh | PA | 02/2023 | 05/2023 |
| Pnc Investments Llc | Pittsburgh | PA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-07 |
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