Charles W Morales

Pnc Wealth Management LLC

Fort Pierce, FL

Claim This Profile

Current Employers

Pnc Wealth Management Llc

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2025-11-25
FL	RA	APPROVED	2017-01-03

WI RA
APPROVED

Since 2025-11-25
FL RA
APPROVED

Since 2017-01-03

Branch Locations

2801 Highway 441 South, Okeechobee, FL 34974 • United States

5100 Turnpike Feeder Road, Fort Pierce, FL 34951 • United States

4105 9Th Street Sw, Vero Beach, FL 32968 • United States

6080 20Th Street, Vero Beach, FL 32966 • 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

Organization	City	State	From	To
Self Employed Trader	Vero Beach	FL	11/2015	10/2016
Pnc Bank	Vero Beach	FL	10/2016	02/2017
Pnc Investments	Pittsburgh	PA	10/2016	02/2017
Pnc Investments	Pittsburgh	PA	02/2017	Present

11/2015 → 10/2016

Self Employed Trader

Vero Beach, FL
10/2016 → 02/2017

Pnc Bank

Vero Beach, FL
10/2016 → 02/2017

Pnc Investments

Pittsburgh, PA
02/2017 → Present

Pnc Investments

Pittsburgh, PA

Previous Registrations

2014-10-02 → 2015-11-18

J.P. Morgan Securities Llc

Vero Beach, FL

Fort Pierce, FL

Vero Beach, FL

Port St Lucie, FL

Port St. Lucie, FL

Port St Lucie, FL

Ormond Beach, FL

Port St Lucie, FL

Ormond Beach, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-09-29

S66 Uniform Combined State Law Examination

2014-09-29

Other Names

Chuck Morales
Charles William Morales
Charles William Morales
Charles Morales
Charles Morales Ii
Charles W. Morales Ii

View on SEC IAPD

More in Okeechobee, FL

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor