Best Investors Account Sign in

Robert Joseph Yurgalewicz

Pnc Wealth Management LLC

Berea, OH

Cleveland, OH

CRD 6816111

Claim This Profile
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
OH RA APPROVED 2019-07-01
  • OH RA
    APPROVED
    Since 2019-07-01

Branch Locations

Berea, OH • United States

1900 E. 9Th Street, Cleveland, OH 44114 • 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
Edward Jones Berea OH 07/2017 10/2017
Equity Trust Company Westlake OH 06/2009 06/2017
Unemployed Berea OH 10/2017 11/2017
Jp Morgan Chase Bank North Olmsted OH 12/2017 05/2019
Jp Morgan Securities Llc North Olmsted OH 12/2017 05/2019
Pnc Investments Cleveland OH 06/2019 Present
  • 07/2017 → 10/2017
    Edward Jones
    Berea, OH
  • 06/2009 → 06/2017
    Equity Trust Company
    Westlake, OH
  • 10/2017 → 11/2017
    Unemployed
    Berea, OH
  • 12/2017 → 05/2019
    Jp Morgan Chase Bank
    North Olmsted, OH
  • 12/2017 → 05/2019
    Jp Morgan Securities Llc
    North Olmsted, OH
  • 06/2019 → Present
    Pnc Investments
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-26
  • S66 Uniform Combined State Law Examination
    2017-08-26
Other Names
  • Robert Yurgalewicz
  • Robert J Yurgalewicz

View on SEC IAPD

More in Berea, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor