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Davie Zhong

Pnc Wealth Management LLC

Chicago, IL

CRD 7850767

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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
IL RA APPROVED 2025-10-24
  • IL RA
    APPROVED
    Since 2025-10-24

Branch Locations

One North Franklin 20Th Floor, Chicago, IL 60606 • 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 Investments, Llc. Chicago IL 08/2025 Present
Bloomberg Lp San Francisco CA 05/2024 08/2024
Raymond James Coral Gables FL 01/2024 05/2024
Amerasia Bank Miami FL 06/2021 12/2023
Full Time Education Miami FL 08/2014 05/2025
  • 08/2025 → Present
    Pnc Investments, Llc.
    Chicago, IL
  • 05/2024 → 08/2024
    Bloomberg Lp
    San Francisco, CA
  • 01/2024 → 05/2024
    Raymond James
    Coral Gables, FL
  • 06/2021 → 12/2023
    Amerasia Bank
    Miami, FL
  • 08/2014 → 05/2025
    Full Time Education
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-24
  • S66 Uniform Combined State Law Examination
    2025-10-24
Other Names
  • Davie J Zhong

View on SEC IAPD

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Nearby Investors

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HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

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