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Paul Kevin Carpentier

Investment adviser representative at PNC Wealth Management
11 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

11 years in the industry.

  1. PNC Wealth Management LLCJan 2025 to now
  2. PNC Investments LLCJun 2022 to now
  3. Wells Fargo Clearing Services, LLCAug 2020 to Jun 2022
  4. PNC InvestmentsSep 2018 to Aug 2020
  5. PNC InvestmentsNov 2015 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
5504302
Firm CRD
129052
Advisor's SEC record (opens in a new tab)
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