Chelsea Brown
Investment adviser representative at PNC Wealth Management
10 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$30.3BFirm assets
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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 LLCDec 2024 to now
- PNC InvestmentsDec 2024 to now
- Next Financial GroupMay 2023 to Nov 2024
- Inheritance Financial SolutionsMay 2023 to Feb 2024
- New York Life InsuranceJan 2020 to Apr 2023
- Eagle Strategies LLCJun 2018 to Apr 2023
- Nylife Securities LLCMar 2018 to Apr 2023
- Neil BrysonFeb 2018 to Jan 2020
- AXA Advisors, LLCOct 2016 to Jan 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
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
- 6696446
- Firm CRD
- 129052