Scott Branish
Investment adviser representative at PNC Wealth Management
24 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
24 years in the industry.
- PNC Wealth Management LLCMar 2026 to now
- My True MortgageJan 2024 to now
- Branish Holdings LllpApr 2002 to now
- Lifemark Securities CorpNov 2023 to Mar 2026
- Front Range FinancialOct 2023 to Mar 2026
- Cornerstone Home Bank & LendingMar 2023 to Nov 2023
- Celebrity Home LoansOct 2021 to Feb 2023
- 1st Reverse Mortgage USAAug 2018 to Oct 2021
- Fairway Independent MortgageApr 2015 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2024
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
- 4080133
- Firm CRD
- 129052