Cheryl Baxter Frazier
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 LLCAug 2019 to now
- PNC InvestmentsMar 2019 to now
- Alicia McmachanMay 2017 to Dec 2018
- Mark McmachanMay 2017 to Dec 2018
- Northwestern Mutual Wealth Management CompanyMar 2016 to Mar 2019
- Northwestern Mutual Investment Services, LLCOct 2012 to Mar 2019
- Gerard HempsteadSep 2011 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 5738902
- Firm CRD
- 129052