Corey Mcfadden
Investment adviser representative at PNC Wealth Management
18 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
18 years in the industry.
- PNC Wealth Management LLCJul 2026 to now
- UnemployedFeb 2026 to Jul 2026
- Raymond JamesAug 2025 to Feb 2026
- Cadaret, Grant & Co., Inc.Aug 2023 to Aug 2025
- UnemployedApr 2023 to Aug 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2020 to Apr 2023
- UnemployedMay 2019 to Feb 2020
- LPL FinancialJan 2008 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2026
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
- 2923461
- Firm CRD
- 129052