Skip to content

Ryan John Smith

Investment adviser representative at PNC Wealth Management
11 yearsExperience
1 stateRegistered in
$30.3BFirm assets
23 yearsFirm in business

Are you Ryan John Smith? Claim your profile

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 LLCAug 2023 to now
  2. PNC Investments LLCAug 2023 to now
  3. E*trade Capital Management LLCJun 2022 to Jul 2023
  4. E*trade Securities LLCJun 2022 to Jul 2023
  5. Morgan StanleyJun 2022 to Jul 2023
  6. Merrill Lynch Pierce Fenner & SmithJul 2019 to Jun 2022
  7. Waddell & Reed, IncFeb 2019 to Jun 2019
  8. UnemployedJul 2018 to Feb 2019
  9. Cetera Advisor Networks LLCNov 2017 to Jul 2018
  10. United Capital Financial Advisers, LLCJan 2017 to Jul 2018
  11. Girard SecuritiesJan 2017 to Nov 2017
  12. ScottradeMar 2015 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2009
  • Series 66 · Uniform Combined State Law2010

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
5617515
Firm CRD
129052
Advisor's SEC record (opens in a new tab)
CallContact this firm