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Cynthia Danker Merritt

Pnc Wealth Management LLC

Venice, FL

Sarasota, FL

Bradenton, FL

CRD 4963286

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Employer firm

Pnc Wealth Management LLC CRD 129052

$30.3B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Pnc Wealth Management Llc

300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-08-23
  • FL RA
    APPROVED
    Since 2017-08-23

Branch Locations

1788 Tamiami Trail S., Venice, FL 34293 • United States

1549 Ringling Blvd, Sarasota, FL 34236 • United States

7366 52Nd Place E, Bradenton, FL 34203 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Fayetteville NC 05/2012 Present
  • 05/2012 → Present
    Pnc Investments
    Fayetteville, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-04-28
S63 Uniform Securities Agent State Law Examination 2008-10-27
  • S65 Uniform Investment Adviser Law Examination
    2009-04-28
  • S63 Uniform Securities Agent State Law Examination
    2008-10-27
Other Names
  • Cynthia D Presley
  • Cynthia Danker
  • Cynthia Merritt
  • Cynthia Danker
  • Cynthia Danker-Meritt
  • Cynthia Danker-Merritt
  • Cynthia Danker Merritt
  • Cynthia Danker Merritt

View on SEC IAPD

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