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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 |
|---|---|---|---|
| DE | RA | APPROVED | 2020-01-27 |
Branch Locations
5325 Limestone Road, Wilmington, DE 19808 • United States
201 Newark Shopping Center, Newark, DE 19711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Wilmington | DE | 11/2010 | Present |
| Wells Fargo Advisors, Llc. | Wilmington | DE | 04/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wilmington | DE | 11/2016 | Present |
| Pnc Investments | Pike Creek | DE | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-12 |
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