Troy Paul Lingley
Investment adviser representative at PNC Wealth Management
35 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
35 years in the industry.
- PNC Wealth Management LLCSep 2026 to now
- Retired/unemployedDec 2024 to Sep 2026
- Charles Schwab & Co., Inc.Jul 2022 to Dec 2024
- Charles Schwab Bank, SsbJul 2022 to Dec 2022
- Extended TravelFeb 2022 to Jul 2022
- Fisher InvestmentsJan 2022 to Feb 2022
- UnemployedApr 2021 to Jan 2022
- Edward JonesAug 1991 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 2247964
- Firm CRD
- 129052