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Shane Tyler

Investment adviser representative at PNC Wealth Management
12 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

12 years in the industry.

  1. PNC Wealth Management LLCMar 2025 to now
  2. PNC Investments LLCFeb 2025 to now
  3. Charles Schwab Bank, SsbDec 2021 to Feb 2025
  4. Charles Schwab & Co., Inc.Jan 2018 to Feb 2025
  5. The PapersApr 2014 to Feb 2025

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 66 · Uniform Combined State Law2019

State registrations

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

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
6061398
Firm CRD
129052
Advisor's SEC record (opens in a new tab)
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