Nicholas Hagan
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 LLCApr 2024 to now
- PNC Investments LLCApr 2024 to now
- Bank of America, N.A.Nov 2022 to Apr 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to Apr 2024
- Fidelity InvestmentsFeb 2022 to Sep 2022
- PNC InvestmentsAug 2021 to Feb 2022
- J.P. Morgan Securities, LLCOct 2020 to Jun 2021
- Wells Fargo Advisors, LLCJun 2020 to Sep 2020
- JP Morgan Chase Bank, N.A.Sep 2018 to Jun 2020
- JP Morgan Securities, LLCSep 2018 to Jun 2020
- CitigroupOct 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6276948
- Firm CRD
- 129052