Nicholas Long
Investment adviser representative at PNC Wealth Management
11 yearsExperience
1 stateRegistered in
$30.3BFirm assets
23 yearsFirm in business
Are you Nicholas Long? Claim your profile
Contact this firm
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 LLCDec 2025 to now
- J.P. Morgan Securities LLCJan 2023 to Dec 2025
- JPMorgan Chase Bank, N.A.Jan 2023 to Dec 2025
- UnemployedDec 2022 to Dec 2022
- Northwestern Mutual/kem Financial ServicesFeb 2021 to Nov 2022
- UnemployedJan 2021 to Jan 2021
- A&a ConcreteJun 2015 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
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
- 7336336
- Firm CRD
- 129052