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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 2025-09-27
  • PA RA
    APPROVED
    Since 2025-09-27

Branch Locations

200 Seven Fields Boulevard, Seven Fields, PA 16046 • United States

10646 Perry Highway, Wexford, PA 15090 • 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
Pnc Investments Llc Wexford PA 07/2024 Present
Pnc Bank Cranberry Twp PA 03/2020 07/2024
North Park Lounge Cranberry Cranberry Twp PA 01/2014 12/2019
  • 07/2024 → Present
    Pnc Investments Llc
    Wexford, PA
  • 03/2020 → 07/2024
    Pnc Bank
    Cranberry Twp, PA
  • 01/2014 → 12/2019
    North Park Lounge Cranberry
    Cranberry Twp, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-27
S63 Uniform Securities Agent State Law Examination 2025-03-10
  • S65 Uniform Investment Adviser Law Examination
    2025-09-27
  • S63 Uniform Securities Agent State Law Examination
    2025-03-10

View on SEC IAPD

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