Matthew Mccoy

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

Authority	Category	Status	Date
IN	RA	APPROVED	2024-06-07

IN RA
APPROVED

Since 2024-06-07

Branch Locations

Pendleton, IN • United States

249 Fifth Avenue Floor 29, Pittsburgh, PA 15222 • 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 Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bill Bobe'S Pizzeria	Vincennes	IN	05/2011	05/2017
Cvs	Vincennes	IN	05/2017	11/2017
Pnc Bank	Anderson	IN	11/2017	12/2023
Pnc Investments	Anderson	IN	12/2023	Present

05/2011 → 05/2017

Bill Bobe'S Pizzeria

Vincennes, IN
05/2017 → 11/2017

Cvs

Vincennes, IN
11/2017 → 12/2023

Pnc Bank

Anderson, IN
12/2023 → Present

Pnc Investments

Anderson, IN

Other Businesses

10/19/2021 / Member / Freedom Creek LLC - Coffee Roasting / Non-investment related / Hours during trading hours: 0

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-06-06

S66 Uniform Combined State Law Examination

2024-06-06

View on SEC IAPD