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Kevin Ray Noel

Pnc Wealth Management LLC

Venice, FL

N. Olmsted, OH

CRD 1829177

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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
IN RA APPROVED 2015-09-30
  • IN RA
    APPROVED
    Since 2015-09-30

Branch Locations

Venice, FL • United States

4600 Great Northern Blvd., N. Olmsted, OH 44070 • 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
Pnc Wealth Management Venice FL 07/2015 Present
  • 07/2015 → Present
    Pnc Wealth Management
    Venice, FL
Previous Registrations
  • 2015-07-13 → 2015-07-13
    City Securities Corporation
    Indianapolis, IN
    Indianapolis, IN
  • 2003-03-05 → 2011-07-11
    Charles Schwab & Co., Inc.
    Fishers (Indianapolis), IN
    Indianapolis, IN
    Indianapolis, IN
    Fishers (Indianapolis), IN
    Fishers (Indianapolis), IN
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-02-26
S63 Uniform Securities Agent State Law Examination 1988-06-02
  • S66 Uniform Combined State Law Examination
    2003-02-26
  • S63 Uniform Securities Agent State Law Examination
    1988-06-02

View on SEC IAPD

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