Claude Wilson
Investment adviser representative at PNC Wealth Management
10 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
10 years in the industry.
- PNC Wealth Management LLCSep 2025 to now
- PNC Investments, LLC.Sep 2025 to now
- Cetera Investment Advisers LLCMay 2023 to Sep 2025
- Cetera Investment Services LLCMay 2023 to Sep 2025
- TrustbankMay 2023 to Sep 2025
- Commerce Brokerage Services IncApr 2022 to May 2023
- Sanctuary WealthFeb 2021 to Apr 2022
- J.P. Morgan Securities LLCDec 2019 to Feb 2021
- JPMorgan Chase Bank, N.A.Dec 2019 to Feb 2021
- UnemployedOct 2019 to Dec 2019
- Edward JonesDec 2018 to Sep 2019
- Parkland CollegeJun 2016 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7050519
- Firm CRD
- 129052