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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 | 2023-12-13 |
Branch Locations
1520 South Federal Hwy, Boynton Beach, FL 33435 • United States
9033 Glades Road, Suite 100, Boca Raton, FL 33434 • United States
6943 S.W. 18Th Street, Boca Raton, FL 33433 • United States
5017 West Atlantic Avenue, Delray Beach, FL 33484 • United States
2300 N Federal Hwy, Pompano Beach, FL 33062 • United States
1051 E Hillsboro Blvd, Deerfield Beach, FL 33441 • United States
2400 N Federal Hwy, Boca Raton, FL 33431 • United States
500 Linton Blvd, Delray Beach, FL 33444 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Boca Raton | FL | 10/2019 | 07/2021 |
| J.P. Morgan Securities Llc | Boca Raton | FL | 10/2019 | 07/2021 |
| Valley National Bank | Boca Raton | FL | 03/2018 | 09/2019 |
| Unemployed | Boca Raton | FL | 07/2014 | 02/2018 |
| Wells Fargo Bank, Na | Boca Raton | FL | 06/2021 | 12/2023 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 07/2021 | 12/2023 |
| Pnc Investments Llc | Boca Raton | FL | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-02 |
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