William Donald Albert
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.
- PNC Wealth Management LLCJan 2023 to now
- PNC Investments LLCDec 2022 to now
- Abnb Federal Credit UnionMay 2022 to Dec 2022
- Cuso Financial Services, LPMay 2022 to Dec 2022
- Suntrust Investment Services, IncMar 2020 to May 2022
- Lions Bridge Financial AdvisorsJan 2018 to Mar 2020
- LPL Financial LLCJan 2018 to Mar 2020
- Baja Services LLCApr 2005 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 6902494
- Firm CRD
- 129052