Steven Mezzo
Investment adviser representative at PNC Wealth Management
14 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
14 years in the industry.
- PNC Wealth Management LLCFeb 2026 to now
- PNC BankFeb 2026 to now
- LPL Financial LLCFeb 2024 to Jan 2026
- Infinex Investments, Inc.Jul 2016 to Jan 2024
- Flagstar BankSep 2012 to Jan 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 4485849
- Firm CRD
- 129052