Best Investors Account Sign in

Brandon William Lord

Pnc Wealth Management LLC

Erie, PA

CRD 6586925

Claim This Profile
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 2020-07-17
  • PA RA
    APPROVED
    Since 2020-07-17

Branch Locations

901 State Street, Erie, PA 16501 • 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 06/2018 Present
Haines & Company Warren PA 07/2017 05/2018
Penn State Erie, The Behrend College Erie PA 01/2014 05/2017
  • 06/2018 → Present
    Pnc Investments
    Pittsburgh, PA
  • 07/2017 → 05/2018
    Haines & Company
    Warren, PA
  • 01/2014 → 05/2017
    Penn State Erie, The Behrend College
    Erie, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-17
  • S66 Uniform Combined State Law Examination
    2020-07-17

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Erie, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor