Best Investors
Account
Sign in
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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-05 |
Branch Locations
3701 Saw Mill Run Blvd, Pittsburgh, PA 15227 • United States
300 Mount Lebanon Boulevard, Pittsburgh, PA 15234 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade | Pittsburgh | PA | 04/2016 | 12/2017 |
| Citizens Securities, Inc. | Pittsburgh | PA | 12/2017 | 07/2018 |
| Citizens Bank | Pittsburgh | PA | 07/2018 | 09/2019 |
| Mutual Of Omaha Investor Services | Pittsburgh | PA | 10/2019 | 04/2023 |
| Mutual Of Omaha Insurance Company | Pittsburgh | PA | 10/2019 | 04/2023 |
| The Huntington Investment Company | Columbus | OH | 05/2023 | 05/2026 |
| Pnc Wealth Management, Llc. | Mt Lebanon | PA | 07/2026 | Present |
| Unemployed | Pittsburgh | PA | 06/2026 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
Reach out to this advisor