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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 |
|---|---|---|---|
| PA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Southpointe | PA | 06/2015 | Present |
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 //
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-31 |
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