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Shawn Grant

Pnc Wealth Management LLC

Philadelphia, PA

Philadelphia, PA

Philadelphia, PA

CRD 6883723

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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
PA RA APPROVED 2026-02-26
  • PA RA
    APPROVED
    Since 2026-02-26

Branch Locations

801 Christian Street, Philadelphia, PA 19147 • United States

3535 Market Street, Philadelphia, PA 19104 • United States

200 S 40Th St, Philadelphia, PA 19104 • 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
Sprint Newtown Square PA 10/2015 09/2016
Solar City King Of Prusia PA 09/2016 01/2017
Pnc Bank Radnor PA 01/2017 11/2017
Lincoln Investment Fort Washington PA 11/2017 09/2021
Lincoln Investment Fort Washington PA 02/2020 02/2026
Lincoln Investment Fort Washington PA 09/2021 02/2026
Capital Analysts Fort Washington PA 09/2021 02/2026
Pnc Wealth Management, Llc Philadelphia PA 02/2026 Present
Previous Registrations
Other Businesses

04/12/2022 / Owner Landlord / Shawn Grant / Non-investment related / Zero hours during trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-19
  • S66 Uniform Combined State Law Examination
    2021-04-19
Other Names
  • Shawn Lincoln Grant

View on SEC IAPD

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