Mirko Richard Lazenby
Investment adviser representative at PNC Wealth Management
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$30.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- PNC Wealth Management LLCOct 2025 to now
- PNC InvestmentsAug 2021 to now
- Bbva Securities Inc.May 2013 to Aug 2021
- Bbva Wealth Solutions Inc.Oct 2010 to Aug 2021
- Bbva Compass Insurance Agency, Inc.Apr 2010 to Aug 2021
- Compass BankApr 2010 to Aug 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
State registrations
Registered as an investment adviser representative in 1 state (CA).
PNC Wealth Management
$30.3BAssets managed
164,105Clients
1,167Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1458091
- Firm CRD
- 129052