Alyssa Ann North-mozda
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 LLCJun 2024 to now
- PNC Investments LLCJun 2024 to now
- Private Advisor Group, LLCDec 2022 to Jun 2023
- LPL Financial LLCJan 2019 to May 2024
- Paul's Tax & Planning Services, LLCJan 2019 to May 2023
- Cvs HealthAug 2018 to Feb 2020
- Marywood University Friends of the PoorMay 2018 to Aug 2018
- Mclane, Inc.Nov 2017 to Feb 2018
- Tmg Health, Inc.May 2017 to Aug 2017
- Marywood UniversityAug 2016 to Jan 2021
- Rite AidMar 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7063045
- Firm CRD
- 129052