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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 2015-06-30
  • PA RA
    APPROVED
    Since 2015-06-30

Branch Locations

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

249 Fifth Ave 29Th Floor, Pittsburgh, PA 15222 • 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 Southpointe PA 06/2015 Present
  • 06/2015 → Present
    Pnc Investments
    Southpointe, PA
Previous Registrations
  • 2010-08-26 → 2015-06-26
    Erie, PA
    Pittsburgh, PA
    Erie, PA
    Youngstown, OH
    Cortland, OH
    Mercer, PA
    Greenville, PA
    Lowellville, OH
    Washingtonville, OH
    Sebring, OH
    Lisbon, OH
    Salem, OH
    Erie, PA
    Erie, PA
    Hubbard, OH
    Youngstown, OH
    Brookfield, OH
    Kinsman, OH
    West Middlesex, PA
    Youngstown, OH
    Sebring, OH
    Erie, PA
    Warren, OH
    Warren, OH
    Warren, OH
    Aliquippa, PA
    Richmond, OH
    Bergholz, OH
    Wellsville, OH
    Chester, WV
    Mingo Junction, OH
    Cadiz, OH
    Canfield, OH
    Youngstown, OH
    Cortland, OH
    Harmony, PA
    Beaver Falls, PA
    Monaca, PA
    Beaver, PA
    Cranberry, PA
    Youngstown, OH
    Girard, OH
    St. Clairsville, OH
    Steubenville, OH
    Weirton, WV
    Shadyside, OH
    Wheeling, WV
    Sharon, PA
    Hermitage, PA
    Transfer, PA
    Boardman, OH
    Youngstown, OH
    North Lima, OH
    New Middletown, OH
    Youngstown, OH
    Canfield, OH
    East Palestine, OH
    Salem, OH
    Columbiana, OH
    Hanoverton, OH
    Girard, PA
    Warren, OH
    Warren, OH
    Rochester, PA
    New Castle, PA
    New Castle, PA
    Beaver Falls, PA
    Monaca, PA
    Youngstown, OH
    Steubenville, OH
    Wintersville, OH
    Martins Ferry, OH
    Tiltonsville, OH
    St. Clairsville, OH
    Grove City, PA
    Ambridge, PA
    Ellwood City, PA
    Butler, PA
    Butler, PA
    Mcdonald, PA
    New Castle, PA
    Midland, PA
    New Brighton, PA
    Campbell, OH
    Newton Falls, OH
    Baden, PA
    Moon Twp, PA
    New Castle, PA
    Beaver, PA
    Salineville, OH
    Bridgeport, OH
    Niles, OH
    Chicora, PA
    New Castle, PA
    East Liverpool, OH
    Toronto, OH
    St. Clairsville, OH
    Glassport, PA
    White Oak, PA
    Pittsburgh, PA
    Wexford, PA
    Monroeville, PA
    Pittsburgh, PA
    Finleyville, PA
    Jefferson Hills, PA
    New Kensington, PA
    Bethel Park, PA
    Mckeesport, PA
    Jeannette, PA
    Pittsburgh, PA
    Mt. Lebanon, PA
    Pittsburgh, PA
    Mckeesport, PA
    Pittsburgh, PA
    Washington, PA
    Pittsburgh, PA
    North Versailles, PA
    Salem, OH
    Youngstown, OH
    Youngstown, OH
    N Wilmington, PA
    Pittsburgh, PA
    Pittsburgh, PA
    Youngstown, OH
    Canfield, OH
    Niles, OH
    Warren, OH
    Boardman, OH
    Warren, OH
    Poland, OH
    Warren, OH
  • 2004-01-01 → 2010-08-20
    Pittsburgh, PA
    Pittsburgh, PA
    Pittsburgh, PA
  • 2003-05-28 → 2004-01-01
    J.J.B. Hilliard, W.L. Lyons, Llc
    Pittsburgh, PA
Other Businesses

1) West Penn Hospital Foundation / Address 1: 4818 Friendship Avenue Address 2:City: Pittsburgh State: Pennsylvania Zip: 15224 / Director / Non-Profit / Hospitals/Healthcare / West Penn Hospital Foundation. Currently a board member; seeking approval for Board President position. 1 1/2 hours p/quarter. Board representative for Partner Abuse committee. 1 hour p/quarter. 2)Forbes Hospital / Pennsylvania / Director / For-Profit / Hospitals/Healthcare / Hospital within Allegheny Health System/Highmark // 3)West Penn Allegheny Health System Board of Directors / Address 1: 120 Fifth Avenue Address 2: City: Pittsburgh State: Pennsylvania Zip: 15222 / Director / For-Profit / Hospitals/Healthcare / Member of the Board of Directors. 2 hours p/quarter / Board Member - WPAHS 2.5 hours p/quarter outside of business hours // 4) 05/28/2024 / Board representative / West Penn Hospital Quality, Safety and Value Committee / Not investment related / Zero hours during trading // 5) 06/22/2026 / Committee Member / Adagio Health / Not investment related / 90 minutes per quarter during trading //

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-10-08
S63 Uniform Securities Agent State Law Examination 1987-07-31
  • S65 Uniform Investment Adviser Law Examination
    2002-10-08
  • S63 Uniform Securities Agent State Law Examination
    1987-07-31

View on SEC IAPD

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