Patrick Horan
Investment adviser representative at PNC Wealth Management
15 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
15 years in the industry.
- PNC Wealth Management LLCJan 2022 to now
- PNC Investments LLCJan 2022 to now
- Citizens Securities, Inc.Jun 2020 to Dec 2021
- Citizens BankJun 2020 to Sep 2021
- Key Investment Services LLCFeb 2020 to Jun 2020
- KeybankFeb 2020 to Jun 2020
- Citizens Securities, Inc.Feb 2019 to Feb 2020
- Citizens BankJan 2019 to Feb 2019
- Penn Mutual Life InsuranceOct 2017 to Dec 2018
- Hornor Townsend & Kent IncOct 2017 to Sep 2018
- Mass Mutual/swarthmore Financial ServicesFeb 2017 to Sep 2017
- UnemployedDec 2016 to Feb 2017
- Shippensburg University of PennsylvaniaAug 2011 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 6821396
- Firm CRD
- 129052