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Pnc Wealth Management LLC CRD 129052
$30.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-07-20 |
| IN | RA | APPROVED | 2022-07-19 |
Branch Locations
Cleveland Main Pnc Investments 1900 East 9Th Street, Cleveland, OH 44114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Cleveland | OH | 10/2013 | 04/2022 |
| Adamslynch | Cleveland | OH | 10/2021 | 01/2025 |
| Key Investment Services Llc | Brooklyn | OH | 04/2022 | 07/2022 |
| Pnc Wealth Management | Cleveland | OH | 07/2022 | Present |
1. 06/20/2018 / Owner / Rental property / Non-investment-related / Hours during trading hours: 0; 2. 04/18/2023 / Photographer / TMystic Photography- Personal Use / Non-investment related / Hours during trading hours: 0; 3. 03/01/2023/ Sitter/ Part-time dog sitter / Non-Investment related / Hours during trading hours: 0; 4. 08/06/2020 / Catechist / St. Christopher Church / Non-investment related / Hours during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-10 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-28 |
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