Matthew Ryan Mccleese
Investment adviser representative at PNC Wealth Management
12 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
12 years in the industry.
- PNC Wealth Management LLCFeb 2024 to now
- PNC InvestmentsFeb 2024 to now
- Matthew R MccleeseSep 2023 to Feb 2024
- Matthew Ryan Mccleese Independent Insurance AgentOct 2022 to Feb 2024
- Tcp Asset Management, LLCOct 2022 to Feb 2024
- United Planners Financial ServicesOct 2022 to Feb 2024
- Pruco Securities, LLC.Feb 2022 to Oct 2022
- PrudentialFeb 2022 to Oct 2022
- Pruco Securities, LLCAug 2019 to Jan 2022
- PrudentialAug 2019 to Jan 2022
- Arcadia Financial PartnersNov 2018 to Aug 2019
- Edward JonesAug 2014 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5479779
- Firm CRD
- 129052