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Robert Joseph Yurgalewicz

Investment adviser representative at PNC Wealth Management
17 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

17 years in the industry.

  1. PNC Wealth Management LLCJul 2019 to now
  2. PNC InvestmentsJun 2019 to now
  3. JP Morgan Chase BankDec 2017 to May 2019
  4. JP Morgan Securities LLCDec 2017 to May 2019
  5. UnemployedOct 2017 to Nov 2017
  6. Edward JonesJul 2017 to Oct 2017
  7. Equity Trust CompanyJun 2009 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

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

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
6816111
Firm CRD
129052
Advisor's SEC record (opens in a new tab)
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