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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2019-11-19 |
| OH | RA | APPROVED | 2018-06-25 |
Branch Locations
1900 E. 9Th Street, Cleveland, OH 44114 • United States
Rocky River, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Westlake | OH | 03/2014 | 06/2018 |
| Stratos Wealth Partners | Westlake | OH | 03/2014 | 01/2018 |
| Pnc Investments | Cleveland | OH | 06/2018 | Present |
08/31/2020 / Owner-Landlord / Rental Property / Non-investment related / Hours during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-23 |
| S66 | Uniform Combined State Law Examination | 2000-12-06 |
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