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Drew Wilson

Investment adviser representative at PNC Wealth Management
19 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

19 years in the industry.

  1. PNC Wealth Management LLCOct 2024 to now
  2. PNC InvestmentsSep 2024 to now
  3. Bank of America, N.A.Sep 2019 to Sep 2024
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2016 to Sep 2024
  5. Florida Army National GuardNov 2014 to Nov 2020
  6. Serenata Beach ClubJan 2007 to Feb 2017

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

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

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
6706297
Firm CRD
129052
Advisor's SEC record (opens in a new tab)
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