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Priya C Anthony

Investment adviser representative at PNC Wealth Management
13 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

13 years in the industry.

  1. PNC Wealth Management LLCAug 2021 to now
  2. PNC InvestmentsAug 2021 to now
  3. Bbva Compass Insurance Agency IncFeb 2019 to Aug 2021
  4. Bbva Securities IncFeb 2019 to Aug 2021
  5. Bbva Wealth Solutions, Inc.Feb 2019 to Aug 2021
  6. Compass BankJan 2019 to Aug 2021
  7. UnemployedFeb 2018 to Jan 2019
  8. Bbva Wealth Solutions Inc.Jun 2016 to Jan 2018
  9. Bbva Compass Insurance Agency Inc.Oct 2013 to Jan 2018
  10. Bbva Securities Inc.Oct 2013 to Jan 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014
  • Series 65 · Uniform Investment Adviser Law2016

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
6276689
Firm CRD
129052
Advisor's SEC record (opens in a new tab)
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