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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2026-02-17 |
Branch Locations
200 Lake Drive East 3Rd Floor, Cherry Hill, NJ 08002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 09/2016 | 05/2019 |
| Data Tech Systems, Llc | Charlotte | NC | 09/2011 | 09/2016 |
| Pnc Investments, Llc | Charlotte | NC | 07/2019 | Present |
5/22/2026 / Server / Canopy Cocktails & Garden / Not investment related / Zero hours during trading //
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-04 |
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