David William Epstein
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 LLCJan 2026 to now
- PNC Investments LLCMay 2025 to now
- PNC BankJun 2021 to now
- Bbva Wealth Solutions Inc.Jan 2015 to Jun 2021
- Bbva Securities Inc.May 2013 to Jun 2021
- Bbva Compass Insurance Agency, Inc.Mar 2011 to Jun 2021
- Compass BankMar 2011 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 5103658
- Firm CRD
- 129052