Leeann Sandberg

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 05/2016
  Morgan Stanley Private Bank, National Association
  New York, NY
• 05/2016 → 03/2021
  Jpmorgan Chase Bank
  Millburn, NJ
• 05/2016 → 11/2022
  Jp Morgan Securties Llc
  Millburn, NJ
• 11/2022 → 09/2023
  Sagepoint Financial, Inc/
  Morristown, NJ
• 09/2023 → 09/2023
  Osaic Wealth, Inc.
  Bedminster, NJ
• 10/2023 → 01/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayne, NJ
• 02/2022 → 09/2022
  Two Rivers Title Company
  Long Branch, NJ
• 12/2023 → 01/2026
  Bank Of America, N.A.
  Wayne, NJ
• 02/2026 → Present
  Pnc Wealth Management Llc
  Millburn, NJ

Previous Registrations

• 2023-11-28 → 2026-02-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayne, NJ
  Florham Park, NJ
  Wayne, NJ
• 2023-09-01 → 2023-09-25
  Osaic Wealth, Inc.
  Bedminster, NJ
• 2022-11-04 → 2023-09-01
  Osaic Services, Inc.
  Bedminster, NJ
• 2016-06-14 → 2021-04-06
  J.P. Morgan Securities Llc
  Millburn, NJ
• 2014-10-27 → 2016-05-27
  Morgan Stanley
  Morristown, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-23
• S63 Uniform Securities Agent State Law Examination
  2014-08-25

Other Names

• Leeann Marie Sandberg
• Leeann M Sandberg
• Leeann Sandberg
• Leeann M. Sandberg