Best Investors Account Sign in

Daniel Wiseman

Pnc Wealth Management LLC

Glen Ridge, NJ

Upper Montclair, NJ

Scotch Plains, NJ

Claim This Profile
Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-12-22
  • NJ RA
    APPROVED
    Since 2023-12-22

Branch Locations

975 Bloomfield Avenue, Glen Ridge, NJ 07028 • United States

636 Valley Road, Upper Montclair, NJ 07043 • United States

361 Park Avenue, Scotch Plains, NJ 07076 • 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
Morgan Stanley New York NY 07/2016 11/2023
Morgan Stanley Private Bank, N.A. New York NY 07/2016 11/2023
Pnc Investments Upper Montclair NJ 12/2023 Present
  • 07/2016 → 11/2023
    Morgan Stanley
    New York, NY
  • 07/2016 → 11/2023
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 12/2023 → Present
    Pnc Investments
    Upper Montclair, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-01-04
S63 Uniform Securities Agent State Law Examination 2006-02-10
  • S65 Uniform Investment Adviser Law Examination
    2008-01-04
  • S63 Uniform Securities Agent State Law Examination
    2006-02-10
Designations
Other Names
  • Daniel U Wiseman
  • Daniel U Wiseman
  • Daniel Ulrich Wiseman

View on SEC IAPD

More in Glen Ridge, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor