Best Investors
Account
Sign in
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 |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Brunswick | OH | 08/2015 | 10/2021 |
| Fifth Third Securities | Brunswick | OH | 10/2021 | 06/2022 |
| Fifth Third Securities | Parma | OH | 06/2022 | 01/2023 |
| Pnc Wealth Management | Westlake | OH | 07/2026 | Present |
| Pnc Bank | Westlake | OH | 07/2026 | Present |
| Fifth Third Securities | Avon | OH | 01/2023 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-25 |
Reach out to this advisor