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Thomas John Chun

Investment adviser representative at PNC Wealth Management
11 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$30.3BFirm assets

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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 LLCDec 2025 to now
  2. LPL Enterprise, LLCNov 2024 to Dec 2025
  3. Prudential Insurance Company of AmericaFeb 2019 to Dec 2025
  4. Pruco Securities, LLC.Dec 2018 to Nov 2024
  5. UnemployedSep 2018 to Nov 2018
  6. Volvo TrucksFeb 2015 to Aug 2018

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 66 · Uniform Combined State Law2008
  • Series 63 · Uniform Securities Agent State Law2019
  • Series 65 · Uniform Investment Adviser Law2019

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
5563645
Firm CRD
129052
Advisor's SEC record (opens in a new tab)
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