Derrick Martin
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 LLCJun 2026 to now
- PNC BankJun 2026 to now
- Edward JonesJul 2024 to Jun 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Jul 2024
- Wells Fargo Bank, NAJan 2022 to Sep 2022
- Wells Fargo Clearing Services, LLCJan 2022 to Sep 2022
- Bank of America, N.A.Sep 2019 to Jan 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2019 to Jan 2022
- Edward JonesJul 2018 to Sep 2019
- SuntrustJun 2018 to Sep 2019
- FootlockerJan 2018 to Jul 2018
- State FarmJan 2018 to May 2018
- Kids Foot LockerOct 2017 to Jan 2018
- E*trade Securities LLCAug 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 6697244
- Firm CRD
- 129052