Joshua Hoffman
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 LLCApr 2024 to now
- PNC Investments LLCApr 2024 to now
- Bank of America, N.A.Jan 2023 to Apr 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 to Apr 2024
- Morgan StanleyMar 2021 to Sep 2022
- UnemployedSep 2020 to Mar 2021
- Northwestern Mutual Investment Services LLCJun 2020 to Sep 2020
- Northwestern Mutual Life Insurance CompanyOct 2019 to Sep 2020
- Engineer Construction ProductsJan 2019 to Jan 2019
- StudentAug 2018 to Jun 2020
- UnemployedFeb 2018 to Aug 2018
- Engineer Consturction ProductsDec 2016 to Feb 2017
- StudentJun 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7121810
- Firm CRD
- 129052