Tracy Simpkins
Investment adviser representative at PNC Wealth Management
15 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
15 years in the industry.
- PNC Wealth Management LLCJul 2025 to now
- PNC Investments LLCJul 2025 to now
- UnemployedJan 2025 to Jul 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2024 to Jan 2025
- Truist Advisory Services, Inc.Feb 2021 to Feb 2024
- Truist Investment Services, Inc.Feb 2021 to Feb 2024
- Bb&t Securities, LLCJan 2018 to Feb 2021
- BbtisApr 2011 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 5022075
- Firm CRD
- 129052