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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 | 2026-04-02 |
Branch Locations
249 Fifth Avenue Floor 29, Pittsburgh, PA 15222 • United States
Hilliard, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Na | Columbus | OH | 11/2006 | 03/2017 |
| J.P. Morgan Securities Llc | Dublin | OH | 10/2012 | 03/2017 |
| Jp Morgan Securities Llc | Columbus | OH | 03/2017 | 10/2021 |
| Cetera Investment Services Llc | St Cloud | MN | 10/2021 | 11/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 11/2025 |
| Pnc Wealth Management | Hillard | OH | 03/2026 | Present |
| Unemployed | Hilliard | OH | 11/2025 | 03/2026 |
| Avantax Investment Services Inc | Dallas | TX | 10/2024 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2021 | 11/2025 |
| Cetera Advisors Llc | Greenwood Village | CO | 10/2021 | 11/2025 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 10/2021 | 11/2025 |
| First Allied Securities Inc | San Diego | CA | 10/2021 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-23 |
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