Nicole Terese Fobare
Investment adviser representative at PNC Wealth Management
23 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
23 years in the industry.
- PNC Wealth Management LLCMar 2022 to now
- PNC Investment LLCMar 2022 to now
- UnemployedAug 2021 to Mar 2022
- Citizens Securities Inc.May 2021 to Aug 2021
- UnemployedJan 2021 to May 2021
- TD Ameritrade Investment Management, LLCFeb 2018 to Jan 2021
- TD Ameritrade, Inc.Feb 2018 to Jan 2021
- Scottrade, Inc.Apr 2003 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2017
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
- 4656807
- Firm CRD
- 129052