Andrew Morris
Investment adviser representative at PNC Wealth Management
9 yearsExperience
1 stateRegistered in
$30.3BFirm assets
23 yearsFirm in business
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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
9 years in the industry.
- PNC Wealth Management LLCAug 2024 to now
- PNC InvestmentsAug 2024 to now
- Santander Bank, NAJan 2021 to Aug 2024
- Santander Securities, LLCJan 2021 to Aug 2024
- UnemployedAug 2020 to Jan 2021
- DmiOct 2019 to Aug 2020
- Pruco Securities, LLCSep 2018 to Oct 2019
- The Prudential Insurance Company of AmericaSep 2018 to Oct 2019
- UnemployedJun 2018 to Aug 2018
- Navian Capital Securities, LLCJun 2017 to May 2018
- Sorrento Pacific Financial, LLCJan 2017 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 2009038
- Firm CRD
- 129052