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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-13 |
Branch Locations
1703 W. 5Th St 5Th Floor, Austin, TX 78703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Securities Inc. | Houston | TX | 10/2016 | 06/2021 |
| Compass Bank | Birmingham | AL | 01/2005 | 10/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 09/2015 | 10/2021 |
| Pnc Investments Llc | Edinburg | TX | 05/2025 | Present |
| Pnc Bank | Edinburg | TX | 10/2021 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-25 |
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