Dennis Chapman Roche
Investment adviser representative at PNC Wealth Management
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
14 years in the industry.
- PNC Wealth Management LLCJul 2021 to now
- PNC InvestmentsJul 2021 to now
- Suntrust Advisory Services, Inc.Jul 2020 to Jul 2021
- Suntrust Investment Services, Inc.Jul 2020 to Jul 2021
- UnemployedJun 2020 to Jul 2020
- University of FloridaJan 2019 to May 2020
- UnemployedNov 2018 to Dec 2018
- TD Ameritrade, Inc.Feb 2018 to Oct 2018
- ScottradeAug 2012 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2017
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
- 5798876
- Firm CRD
- 129052