Brendan Thomas Burns
Investment adviser representative at PNC Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$30.3BFirm assets
Are you Brendan Thomas Burns? Claim your profile
Contact this firm
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 LLCMay 2023 to now
- PNC InvestmentsMay 2023 to now
- Fidelity InvestmentsDec 2020 to Apr 2023
- Fidelity Brokerage Services LLCJan 2019 to Dec 2020
- Fidelity Personal and Workplace AdvisorsJan 2017 to Jan 2019
- Fidelity InvestmentsJul 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6735481
- Firm CRD
- 129052