James Vincent Rotondo
Investment adviser representative at PNC Wealth Management
10 yearsExperience
1 stateRegistered in
$30.3BFirm assets
23 yearsFirm in business
Are you James Vincent Rotondo? 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 BankFeb 2026 to now
- PNC Wealth Management LLCFeb 2026 to now
- Cobra Flats LLCApr 2022 to now
- Wells Fargo Clearing Services, LLCMay 2025 to Jan 2026
- Doordash, Inc.May 2024 to Jun 2025
- Wells Fargo Bank, NAJan 2022 to Jan 2026
- Millburn Culinary Associates Inc.Jun 2016 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
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
- 2794680
- Firm CRD
- 129052