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Pavan V Wunnava

Investment adviser representative at PNC Wealth Management
16 yearsExperience
2 statesRegistered 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

16 years in the industry.

  1. PNC Wealth Management LLCJan 2023 to now
  2. PNC InvestmentsOct 2017 to now
  3. UnemployedJun 2017 to Oct 2017
  4. Bank of America,NANov 2010 to Jun 2017
  5. Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2010 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 2 states (NJ, PA).

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
4991018
Firm CRD
129052
Advisor's SEC record (opens in a new tab)
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