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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-12 |
Branch Locations
Jacksonville, FL • United States
Cleveland Main Pnc Investments 1900 East 9Th Street, Cleveland, OH 44114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 12/2015 | 08/2022 |
| Pnc Investments Llc | Cleveland | OH | 12/2022 | Present |
| Unemployed | Jacksonville | FL | 08/2022 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-05 |
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