Ujwala Kale

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2017 → 03/2024
  Santander Bank, Na
  Boston, MA
• 08/2017 → 03/2024
  Santander Securities, Llc
  Dorchester, MA
• 05/2015 → 07/2017
  Not Employed
  New Brunswick, NJ
• 03/2024 → 02/2026
  Wells Fargo Clearing Services, Llc
  Marlboro, NJ
• 03/2024 → 02/2026
  Wells Fargo Bank, Na
  Marlboro, NJ
• 02/2026 → Present
  Pnc Wealth Management
  East Brunswick, NJ
• 02/2026 → Present
  Pnc Bank
  East Brunswick, NJ

Exams

• S66 Uniform Combined State Law Examination
  2026-08-31
• S63 Uniform Securities Agent State Law Examination
  2017-09-01

Other Names

• Ujwala Kale
• Ujwala K Kale