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Michael James Bertotti

Pnc Wealth Management LLC

Glen Mills, PA

East Bradford, PA

Kennett Square, PA

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Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2024-02-01
PA RA APPROVED 2022-05-18
  • DE RA
    APPROVED
    Since 2024-02-01
  • PA RA
    APPROVED
    Since 2022-05-18

Branch Locations

1823 Wilmington Pike, Glen Mills, PA 19342 • United States

790 Downington Pike, East Bradford, PA 19380 • United States

883 East Baltimore Pike, Kennett Square, PA 19348 • 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
Wells Fargo Advisors, Llc Kennett Square PA 06/2014 11/2016
Wells Fargo Bank Na Kennett Square PA 11/2010 05/2022
Wells Fargo Clearing Services, Llc Kennett Square PA 11/2016 05/2022
Pnc Investments Llc Wilmington DE 05/2022 Present
  • 06/2014 → 11/2016
    Wells Fargo Advisors, Llc
    Kennett Square, PA
  • 11/2010 → 05/2022
    Wells Fargo Bank Na
    Kennett Square, PA
  • 11/2016 → 05/2022
    Wells Fargo Clearing Services, Llc
    Kennett Square, PA
  • 05/2022 → Present
    Pnc Investments Llc
    Wilmington, DE
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-27
S63 Uniform Securities Agent State Law Examination 2014-08-12
  • S66 Uniform Combined State Law Examination
    2020-11-27
  • S63 Uniform Securities Agent State Law Examination
    2014-08-12

View on SEC IAPD

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