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Matthew G. Kiser

Pnc Wealth Management LLC

Birmingham, AL

Birmingham, AL

CRD 5636142

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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
AL RA APPROVED 2021-08-18
  • AL RA
    APPROVED
    Since 2021-08-18

Branch Locations

104 Inverness Plaza, Birmingham, AL 35242 • United States

3501 Roosevelt Boulevard, Birmingham, AL 35235 • 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
Compass Bank Birmingham AL 05/2011 08/2021
Bbva Wealth Solutions Inc. Birmingham AL 06/2011 08/2021
Bbva Securities Inc. Birmingham AL 05/2013 08/2021
Bbva Compass Insurance Agency, Inc. Austin TX 06/2011 08/2021
Pnc Investments Birmingham AL 08/2021 Present
  • 05/2011 → 08/2021
    Compass Bank
    Birmingham, AL
  • 06/2011 → 08/2021
    Bbva Wealth Solutions Inc.
    Birmingham, AL
  • 05/2013 → 08/2021
    Bbva Securities Inc.
    Birmingham, AL
  • 06/2011 → 08/2021
    Bbva Compass Insurance Agency, Inc.
    Austin, TX
  • 08/2021 → Present
    Pnc Investments
    Birmingham, AL
Previous Registrations
  • 2011-06-06 → 2021-08-17
    Pnc Managed Account Solutions, Inc.
    Gadsden, AL
    Birmingham, AL
    Birmingham, AL
  • 2009-05-28 → 2011-01-19
    Intl Advisory Consultants Inc.
    Birmingham, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-07
  • S66 Uniform Combined State Law Examination
    2009-04-07
Other Names
  • Matthew G Kiser

View on SEC IAPD

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