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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2025-12-22 |
Branch Locations
249 Fifth Avenue Floor 29, Pittsburgh, PA 15222 • United States
Terre Haute, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 01/2017 | 07/2017 |
| Purdue University | West Lafayette | IN | 01/2016 | 12/2016 |
| Pnc Investments Llc | Pittsburgh | PA | 05/2025 | Present |
| Panera Bread | Noblesville | IN | 11/2017 | 03/2018 |
| Bam Outdoor | Westfield | IN | 03/2018 | 06/2018 |
| Rose Hill Landscape Llc | Terre Haute | IN | 06/2018 | 08/2018 |
| Angi Home Services | Indianapolis | IN | 08/2018 | 04/2019 |
| Machinio | Chicago | IL | 04/2019 | 12/2019 |
| Verizon | Morris Plains | NJ | 08/2022 | 11/2022 |
| Altice Usa | Oakland | NJ | 05/2023 | 11/2023 |
| Pnc Bank | Carmel | IN | 02/2024 | Present |
| Unemployed | Wayne | NJ | 12/2023 | 01/2024 |
| Unemployed | Wayne | NJ | 04/2022 | 07/2022 |
| Unemployed | Terre Haute | IN | 08/2017 | 10/2017 |
| Att | Morris Plains | NJ | 12/2022 | 04/2023 |
| Guaranteed Rate | Chicago | IL | 12/2019 | 02/2021 |
| Draper & Kramer Mortgage | Chicago | IL | 02/2021 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-22 |
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