Timothy Robert Tereick
Investment adviser representative at PNC Wealth Management
22 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
22 years in the industry.
- PNC Wealth Management LLCSep 2021 to now
- PNC InvestmentsSep 2021 to now
- Bbva Wealth Solutions Inc.Aug 2019 to Sep 2021
- Bbva Compass Insurance Agency, Inc.Jul 2019 to Sep 2021
- Bbva Securities Inc.Jul 2019 to Sep 2021
- Bbva USAJul 2019 to Sep 2021
- Client One SecuritiesJan 2013 to Dec 2017
- Associates Financial GroupJan 2004 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 3249814
- Firm CRD
- 129052