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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
MO RA APPROVED 2024-01-18
  • MO RA
    APPROVED
    Since 2024-01-18

Branch Locations

249 Fifth Avenue Floor 29, Pittsburgh, PA 15222 • United States

Waynesville, MO • 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
First Command Brokerage Services, Inc Fort Worth TX 05/2022 01/2023
Us Army San Antonio TX 05/2016 02/2023
First Command Brokerage Services, Inc Fort Worth TX 01/2023 12/2023
First Command Advisory Services, Inc Fort Worth TX 01/2023 12/2023
First Command Insurance Services, Inc Fort Worth TX 01/2023 12/2023
Pnc Investments Waynesville MO 01/2024 Present
  • 05/2022 → 01/2023
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 05/2016 → 02/2023
    Us Army
    San Antonio, TX
  • 01/2023 → 12/2023
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 01/2023 → 12/2023
    First Command Advisory Services, Inc
    Fort Worth, TX
  • 01/2023 → 12/2023
    First Command Insurance Services, Inc
    Fort Worth, TX
  • 01/2024 → Present
    Pnc Investments
    Waynesville, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-09
  • S66 Uniform Combined State Law Examination
    2022-12-09

View on SEC IAPD

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