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George Matthew Warren

Investment adviser representative at PNC Wealth Management
12 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

12 years in the industry.

  1. PNC Wealth Management LLCMay 2017 to now
  2. PNC Investments, LLCMay 2017 to now
  3. UnemployedNov 2016 to May 2017
  4. Advisors Asset Management, IncFeb 2014 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law2009

State registrations

Registered as an investment adviser representative in 1 state (NC).

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
2921094
Firm CRD
129052
Advisor's SEC record (opens in a new tab)
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