Anthony Lombardi
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 LLCMar 2024 to now
- PNC Investments LLCFeb 2024 to now
- Oceanfeet LLCOct 2022 to now
- JP Morgan Chase Bank, N.A.May 2019 to Feb 2024
- JP Morgan Securities, LLCMay 2019 to Feb 2024
- Citizens Securities, IncJul 2018 to May 2019
- Citizens BankJun 2018 to May 2019
- All-american Gutter ProtectionFeb 2017 to Mar 2018
- Acushnet CompanyJun 2016 to Aug 2017
- Brookside Country ClubMay 2009 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6992911
- Firm CRD
- 129052