Tessa Fornek
Investment adviser representative at PNC Wealth Management
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- PNC Wealth Management LLCJan 2024 to now
- Cetera Investment Advisers LLCAug 2020 to Jan 2024
- Cetera Investment Services LLCAug 2020 to Jan 2024
- Regions BankAug 2020 to Jan 2024
- First Command Financial Planning, Inc.Oct 2018 to Jul 2020
- Daily Grind Coffee ShopJul 2017 to Nov 2019
- Raf Lakenheath Child Development Center WestAug 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (IL, IN).
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
- 7047304
- Firm CRD
- 129052