Joshua Lee Potter
Investment adviser representative at PNC Wealth Management
10 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
10 years in the industry.
- PNC Wealth Management LLCJan 2026 to now
- Ameriprise Financial Services, LLCMar 2025 to Jan 2026
- Bank of America, N.A.May 2023 to Mar 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2023 to Mar 2025
- PNC Investments LLCNov 2021 to Apr 2023
- Citizens Securities, Inc.Feb 2020 to Nov 2021
- Royal AllianceMay 2019 to Jan 2020
- LyftSep 2018 to Apr 2019
- Fiat Chrysler AutomotiveDec 2017 to Sep 2018
- Mgm DetroitNov 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 6159020
- Firm CRD
- 129052