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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
PA RA APPROVED 2023-11-01
  • PA RA
    APPROVED
    Since 2023-11-01

Branch Locations

5136 Route 30, Greensburg, PA 15601 • United States

1032 Latrobe 30 Plaza, Latrobe, PA 15650 • 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
Varner Financial Group, Inc. Greensburg PA 07/2013 07/2022
J.P. Morgan Securities Llc Pittsburgh PA 10/2022 10/2023
Jp Morgan Chase Bank, N.A. Pittsburgh PA 10/2022 10/2023
United Planners' Financial Services Of America A Limited Partner Greensburg PA 04/2018 07/2022
H. Beck, Inc. Greensburg PA 07/2013 03/2018
Unemployed Blairsville PA 08/2022 09/2022
Pnc Investments Llc Latrobe PA 10/2023 Present
  • 07/2013 → 07/2022
    Varner Financial Group, Inc.
    Greensburg, PA
  • 10/2022 → 10/2023
    J.P. Morgan Securities Llc
    Pittsburgh, PA
  • 10/2022 → 10/2023
    Jp Morgan Chase Bank, N.A.
    Pittsburgh, PA
  • 04/2018 → 07/2022
    United Planners' Financial Services Of America A Limited Partner
    Greensburg, PA
  • 07/2013 → 03/2018
    H. Beck, Inc.
    Greensburg, PA
  • 08/2022 → 09/2022
    Unemployed
    Blairsville, PA
  • 10/2023 → Present
    Pnc Investments Llc
    Latrobe, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-28
S63 Uniform Securities Agent State Law Examination 2017-05-23
  • S65 Uniform Investment Adviser Law Examination
    2023-10-28
  • S63 Uniform Securities Agent State Law Examination
    2017-05-23
Other Names
  • Scott B Miller
  • Scott Miller
  • Scott Bradley Miller

View on SEC IAPD

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