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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Secu Brokerage Services | Raleigh | NC | 03/2020 | 10/2021 |
| Secu Life Insurance Company | Raleigh | NC | 03/2020 | 10/2021 |
| State Employees' Credit Union | Fuquay Varina | NC | 01/2016 | 10/2021 |
| Members Trust Company | Tampa | FL | 10/2018 | 10/2021 |
| Credit Union Investment Services | Raleigh | NC | 08/2020 | 10/2021 |
| Fidelity Investments | Durham | NC | 11/2021 | 05/2025 |
| Pnc Investments Llc | Fuquay Varina | NC | 07/2025 | Present |
05/01/2025 / Kennebec Flying Club / Certified Flight Instructor / Not investment related / Zero hours during trading //
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-31 |
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