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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2021-10-28 |
Branch Locations
330 East Main Street, Ravenna, OH 44266 • United States
33400 Aurora Road, Solon, OH 44139 • United States
8391 East Washington Street, Chagrin Falls, OH 44023 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msi Financial Services Inc. | Highland Hills | OH | 07/2016 | 03/2017 |
| Mml Investors Services, Llc | Solon | OH | 03/2017 | 10/2021 |
| Mass Mutual | Solon | OH | 11/2016 | 10/2021 |
| Pnc Investments | Cleveland | OH | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-03 |
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