Zulfiqar Ali Naqvi
Investment adviser representative at PNC Wealth Management
18 yearsExperience
1 stateRegistered in
ChFC®Designation
$30.3BFirm assets
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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
18 years in the industry.
- PNC Wealth Management LLCMay 2024 to now
- PNC InvestmentsApr 2024 to now
- Edward JonesJan 2023 to Apr 2024
- Bank of America, N.A.Aug 2020 to Nov 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2020 to Nov 2022
- Oneamerica SecuritiesFeb 2020 to Jun 2020
- American United LifeJul 2019 to Jun 2020
- Midwest LegacyJul 2019 to Jun 2020
- Nylife Securities LLCNov 2018 to Jul 2019
- New York Life Insurance CompanyJun 2018 to Jul 2019
- Nova Taxi AffiliationFeb 2008 to Oct 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 4891735
- Firm CRD
- 129052