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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
NJ RA APPROVED 2022-06-15
  • NJ RA
    APPROVED
    Since 2022-06-15

Branch Locations

161 Madison Avenue, Morristown, NJ 07960 • United States

Two Ridgedale Avenue, Cedar Knolls, NJ 07927 • United States

140 State Route 10, Randolph, NJ 07869 • 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
Haymarket Media Group Newy York City NY 06/2017 08/2017
Pnc Bank Morristown NJ 06/2018 09/2018
University Of Delaware Newark DE 09/2015 05/2019
Unemployed Wyckoff NJ 08/2016 06/2017
Unemployed Wyckoff NJ 08/2017 06/2018
Unemployed Wyckoff NJ 05/2019 08/2019
Janney Montgomery Scott New York City NY 08/2019 06/2022
Pnc Investments Llc Cedar Knolls NJ 06/2022 Present
  • 06/2017 → 08/2017
    Haymarket Media Group
    Newy York City, NY
  • 06/2018 → 09/2018
    Pnc Bank
    Morristown, NJ
  • 09/2015 → 05/2019
    University Of Delaware
    Newark, DE
  • 08/2016 → 06/2017
    Unemployed
    Wyckoff, NJ
  • 08/2017 → 06/2018
    Unemployed
    Wyckoff, NJ
  • 05/2019 → 08/2019
    Unemployed
    Wyckoff, NJ
  • 08/2019 → 06/2022
    Janney Montgomery Scott
    New York City, NY
  • 06/2022 → Present
    Pnc Investments Llc
    Cedar Knolls, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-10
  • S66 Uniform Combined State Law Examination
    2020-03-10
Designations
  • Certified Financial Planner

View on SEC IAPD

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