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Kareem Campbell

Investment adviser representative at PNC Wealth Management
9 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

9 years in the industry.

  1. PNC Wealth Management LLCDec 2023 to now
  2. PNC Investments LLCDec 2023 to now
  3. Bank of America N.A.Feb 2023 to Dec 2023
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2023 to Dec 2023
  5. J.P. Morgan Securities LLCAug 2019 to Feb 2023
  6. JPMorgan Chase Bank N.A.Aug 2019 to Feb 2023
  7. Frontpoint SecurityDec 2018 to Jul 2019
  8. Wells FargoMar 2017 to Dec 2018
  9. PNC BankSep 2014 to Mar 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • 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
7170390
Firm CRD
129052
Advisor's SEC record (opens in a new tab)
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