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Robert Mckearin

Pnc Wealth Management LLC

Charlotte, NC

CRD 5640266

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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
NC RA APPROVED 2025-11-21
  • NC RA
    APPROVED
    Since 2025-11-21

Branch Locations

4720 Piedmont Row Drive Ste. 200, Charlotte, NC 28210 • 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
Merrill Lynch, Pierce, Fenner And Smith Incorporated Phoenix AZ 09/2011 11/2025
Bank Of America, N.A. Scottsdale AZ 11/2011 11/2025
Pnc Wealth Management Charlotte NC 11/2025 Present
  • 09/2011 → 11/2025
    Merrill Lynch, Pierce, Fenner And Smith Incorporated
    Phoenix, AZ
  • 11/2011 → 11/2025
    Bank Of America, N.A.
    Scottsdale, AZ
  • 11/2025 → Present
    Pnc Wealth Management
    Charlotte, NC
Previous Registrations
  • 2011-10-24 → 2025-11-07
    Ponte Vedra Beach, FL
    Charlotte, NC
    Chandler, AZ
    Gilbert, AZ
    Phoenix, AZ
    Scottsdale, AZ
    San Diego, CA
    Scottsdale, AZ
    Sacramento, CA
    Sacramento, CA
    Sacramento, CA
    Las Vegas, NV
    Livermore, CA
    San Francisco, CA
    Boston, MA
    New York, NY
    Boston, MA
    Las Vegas, NV
    Charlotte, NC
    Las Vegas, NV
    New York, NY
    Charlotte, NC
    Charlotte, NC
  • 2011-01-18 → 2011-09-16
    Phoenix, AZ
  • 2010-08-05 → 2010-12-21
    Wells Fargo Investments, Llc
    Chandler, AZ
  • 2009-04-20 → 2010-05-04
    Greenville, SC
    Arden, NC
Other Businesses

2004 / Owner / Robert McKearin - Rental Condo / Not investment related / Zero hours during trading // 2025 / Owner / Alpine Ridge Holdings LLC / Not investment related / Zer hours during trading //

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-04-17
S63 Uniform Securities Agent State Law Examination 2009-04-01
  • S65 Uniform Investment Adviser Law Examination
    2009-04-17
  • S63 Uniform Securities Agent State Law Examination
    2009-04-01
Other Names
  • Robert Mckearin
  • Robert Joseph Mckearin
  • Robert J Mckearin
  • Robert J Mckearin
  • Robert J Mckearin
  • Robert Mckearin
  • Robert Mckearin Jr

View on SEC IAPD

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