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CRD 7283297
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 | 2025-07-02 |
Branch Locations
109 East Dekalb Pike, King Of Prussia, PA 19406 • United States
997 Allentown Road, Lansdale, PA 19446 • United States
21 Town Center Drive, Collegeville, PA 19426 • United States
159-61 Nutt Road, Phoenixville, PA 19460 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballyhoo Sports Academy | York | PA | 06/2019 | 08/2019 |
| Misericordia University | Dallas | PA | 08/2016 | 06/2020 |
| Northwestern Mutual | Mechanicsburg | PA | 06/2020 | 01/2021 |
| Unemployed | Hanover | PA | 01/2021 | 03/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2021 | 06/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 06/2025 |
| Delone Catholic High School | Mcsherrystown | PA | 10/2023 | 06/2025 |
| Pnc Investments Llc | King Of Prussia | PA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-07 |
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