Jatinderpal Singh Dhaliwal
Investment adviser representative at PNC Wealth Management
14 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
14 years in the industry.
- PNC Wealth Management LLCDec 2022 to now
- PNC Investments LLCNov 2022 to now
- Wells Fargo Bank, NAJun 2021 to Nov 2022
- Wells Fargo Clearing Services, LLCJun 2021 to Nov 2022
- UnemployedJan 2020 to May 2021
- Bank of America, N.A.Dec 2018 to Dec 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2018 to Dec 2019
- First Command Financial Planning, Inc.Feb 2018 to Aug 2018
- UnemployedNov 2017 to Jan 2018
- Morgan StanleyAug 2017 to Oct 2017
- T-mobileMay 2015 to Jul 2017
- California State University, FresnoAug 2012 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6814014
- Firm CRD
- 129052