Best Investors
Account
Sign in
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 |
|---|---|---|---|
| IL | RA | APPROVED | 2018-01-30 |
Branch Locations
5075 S. Archer Ave., Chicago, IL 60632 • United States
10135 S. Roberts Rd., Palos Hills, IL 60465 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lisle | IL | 04/2016 | 01/2018 |
| Bank Of America, N.A. | Lisle | IL | 07/2016 | 01/2018 |
| Pnc Investments | Pittsburgh | PA | 01/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-22 |
Reach out to this advisor