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Robert James Zigmond

Pnc Wealth Management LLC

Ossining, NY

Cherry Hill, NJ

CRD 6745995

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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
NY RA APPROVED 2025-08-19
  • NY RA
    APPROVED
    Since 2025-08-19

Branch Locations

Ossining, NY • United States

200 Lake Drive East 3Rd Floor, Cherry Hill, NJ 08002 • 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
The Vanguard Group, Inc. Charlotte NC 01/2017 04/2017
Harris Teeter Charlotte NC 09/2016 12/2016
Pnc Bank Madison NJ 02/2018 12/2019
Pnc Investments Charlotte NC 12/2019 10/2020
Homemaking Ypsilanti MI 04/2017 02/2018
Pnc Investments Charlotte NC 10/2020 05/2021
Pnc Wealth Management Charlotte NC 05/2021 Present
  • 01/2017 → 04/2017
    The Vanguard Group, Inc.
    Charlotte, NC
  • 09/2016 → 12/2016
    Harris Teeter
    Charlotte, NC
  • 02/2018 → 12/2019
    Pnc Bank
    Madison, NJ
  • 12/2019 → 10/2020
    Pnc Investments
    Charlotte, NC
  • 04/2017 → 02/2018
    Homemaking
    Ypsilanti, MI
  • 10/2020 → 05/2021
    Pnc Investments
    Charlotte, NC
  • 05/2021 → Present
    Pnc Wealth Management
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-22
S63 Uniform Securities Agent State Law Examination 2020-06-05
  • S65 Uniform Investment Adviser Law Examination
    2020-09-22
  • S63 Uniform Securities Agent State Law Examination
    2020-06-05
Other Names
  • Robert James Zigmond
  • Rj Zigmond
  • Robert Zigmond

View on SEC IAPD

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