Phillip James Elias
Investment adviser representative at PNC Wealth Management
10 yearsExperience
1 stateRegistered in
$30.3BFirm assets
23 yearsFirm in business
Are you Phillip James Elias? 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
10 years in the industry.
- PNC Wealth Management LLCNov 2020 to now
- PNC InvestmentsNov 2020 to now
- Citizens Securities, Inc.Apr 2018 to Nov 2020
- Bank of America, N.A.Jun 2016 to Apr 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1995
- Series 66 · Uniform Combined State Law2016
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
- 2430098
- Firm CRD
- 129052