Robert William Geiger
Investment adviser representative at PNC Wealth Management
39 yearsExperience
1 stateRegistered in
$30.3BFirm assets
23 yearsFirm in business
Are you Robert William Geiger? Claim your profile
Contact this firm
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
39 years in the industry.
- PNC Wealth Management LLCJul 2023 to now
- PNC Investments LLCJul 2023 to now
- ConsultantMar 2023 to Jul 2023
- Kestra Advisory Services, LLCMay 2022 to Mar 2023
- Kestra Investment Services, LLCMay 2022 to Mar 2023
- Wealth Advisory Group, Inc.Mar 2019 to May 2022
- RetiredJul 2018 to Mar 2019
- The Vanguard Group, Inc.Feb 1987 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 1659049
- Firm CRD
- 129052