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James Holloway Sciortino

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.

  1. PNC Wealth Management LLCOct 2021 to now
  2. PNC InvestmentsOct 2021 to now
  3. MML Investors Services, LLCMar 2017 to Oct 2021
  4. Mass MutualNov 2016 to Oct 2021
  5. Msi Financial Services Inc.Jul 2016 to Mar 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

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

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
6507143
Firm CRD
129052
Advisor's SEC record (opens in a new tab)
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