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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-14 |
Branch Locations
1703 W. 5Th St 5Th Floor, Austin, TX 78703 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Allentown | PA | 09/2015 | 06/2020 |
| Wells Fargo Clearing Services, Llc | Allentown | PA | 03/2019 | 06/2020 |
| Family First Life | Allentown | PA | 06/2020 | 02/2021 |
| Wells Fargo Bank, Na | Orlando | FL | 03/2021 | 11/2022 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 03/2021 | 11/2022 |
| Pnc Investments Llc | Easton | PA | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-09 |
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