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Michael Conroy

Pnc Wealth Management LLC

Orlando, FL

CRD 6881122

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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
FL RA APPROVED 2024-11-12
  • FL RA
    APPROVED
    Since 2024-11-12

Branch Locations

Orlando, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Orlando FL 11/2017 03/2019
Liberty Mutual Insurance Heathrow FL 06/2014 05/2017
Unemployed Orlando FL 05/2017 11/2017
Robinhood Financial, Llc Lake Mary FL 03/2019 09/2023
Robinhood Markets, Inc Lake Mary FL 06/2022 09/2023
Unemployed Orlando FL 09/2023 02/2024
Aca Group Orlando FL 02/2024 05/2024
Webull Financial Llc St. Petersburg FL 05/2024 09/2024
Pnc Wealth Management Tampa FL 09/2024 Present
  • 11/2017 → 03/2019
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 06/2014 → 05/2017
    Liberty Mutual Insurance
    Heathrow, FL
  • 05/2017 → 11/2017
    Unemployed
    Orlando, FL
  • 03/2019 → 09/2023
    Robinhood Financial, Llc
    Lake Mary, FL
  • 06/2022 → 09/2023
    Robinhood Markets, Inc
    Lake Mary, FL
  • 09/2023 → 02/2024
    Unemployed
    Orlando, FL
  • 02/2024 → 05/2024
    Aca Group
    Orlando, FL
  • 05/2024 → 09/2024
    Webull Financial Llc
    St. Petersburg, FL
  • 09/2024 → Present
    Pnc Wealth Management
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-11
S63 Uniform Securities Agent State Law Examination 2018-04-06
  • S66 Uniform Combined State Law Examination
    2024-11-11
  • S63 Uniform Securities Agent State Law Examination
    2018-04-06
Other Names
  • Mike Conroy
  • Kyle Conroy
  • Michael Edward Conroy

View on SEC IAPD

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