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Lakhi Menghraj Narang

Investment adviser representative at PNC Wealth Management
12 yearsExperience
2 statesRegistered 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 LLCJan 2024 to now
  2. PNC Investments LLCJan 2023 to now
  3. Wells Fargo Bank, NAFeb 2020 to Jan 2023
  4. Wells Fargo Clearing Services, LLCFeb 2020 to Jan 2023
  5. PNC BankDec 2014 to Feb 2020
  6. PNC InvestmentsDec 2014 to Oct 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 2 states (DC, MD).

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
2929431
Firm CRD
129052
Advisor's SEC record (opens in a new tab)
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