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Stefan Alexander Funes Vitanza

Pnc Wealth Management LLC

Austin, TX

Reynoldsburg, OH

CRD 6904998

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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
OH RA APPROVED 2024-10-06
IA RA APPROVED 2024-04-05
IL RA APPROVED 2024-01-08
  • OH RA
    APPROVED
    Since 2024-10-06
  • IA RA
    APPROVED
    Since 2024-04-05
  • IL RA
    APPROVED
    Since 2024-01-08

Branch Locations

1703 W. 5Th St 5Th Floor, Austin, TX 78703 • United States

Reynoldsburg, OH • 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
First United Pentecostal Church Bloomington IL 03/2016 Present
State Farm Bank Bloomington IL 03/2016 04/2018
New York Life Insurance Company Downers Grove IL 03/2018 05/2019
Nylife Securities Llc Downers Grove IL 06/2018 05/2019
Mutual Of Omaha Bloomington IL 05/2019 11/2019
Mutual Of Omaha Investor Services Bloomington IL 05/2019 11/2019
Pnc Investments Bloomington IL 12/2019 08/2022
Pnc Investments Llc Austin TX 01/2024 Present
Pnc Bank Bloomington IL 08/2023 12/2023
Mas Cleaning Solutions Bloomington IL 08/2022 12/2023
  • 03/2016 → Present
    First United Pentecostal Church
    Bloomington, IL
  • 03/2016 → 04/2018
    State Farm Bank
    Bloomington, IL
  • 03/2018 → 05/2019
    New York Life Insurance Company
    Downers Grove, IL
  • 06/2018 → 05/2019
    Nylife Securities Llc
    Downers Grove, IL
  • 05/2019 → 11/2019
    Mutual Of Omaha
    Bloomington, IL
  • 05/2019 → 11/2019
    Mutual Of Omaha Investor Services
    Bloomington, IL
  • 12/2019 → 08/2022
    Pnc Investments
    Bloomington, IL
  • 01/2024 → Present
    Pnc Investments Llc
    Austin, TX
  • 08/2023 → 12/2023
    Pnc Bank
    Bloomington, IL
  • 08/2022 → 12/2023
    Mas Cleaning Solutions
    Bloomington, IL
Previous Registrations
  • 2020-01-02 → 2022-08-08
    Bloomington, IL
    Rockford, IL
    Huntley, IL
    West Dundee, IL
    Loves Park, IL
    Belvidere, IL
    Bloomington, IL
    Normal, IL
    Libertyville, IL
    Vernon Hills, IL
    Rockford, IL
    Belvidere, IL
    Loves Park, IL
    Normal, IL
  • 2019-07-08 → 2019-12-19
    Peoria, IL
    Oakbrook Terrace, IL
Other Businesses

09/2024 / Ministry Team Member / Grace Apostolic Ministry Team / Non-investment related / Zero hours during trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-28
S63 Uniform Securities Agent State Law Examination 2018-08-29
  • S66 Uniform Combined State Law Examination
    2019-06-28
  • S63 Uniform Securities Agent State Law Examination
    2018-08-29
Other Names
  • Stefan Funes Vitanza
  • Stefan Alexander Funes Vitanza
  • Stefan Vitanza
  • Stefan Funesvitanza

View on SEC IAPD

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