Britton Beachy
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 LLCAug 2024 to now
- PNC Investments LLCOct 2021 to now
- Northwestern MutualMay 2021 to Aug 2021
- Lancaster Bible CollegeSep 2020 to May 2021
- DoordashMay 2020 to Aug 2020
- Lancaster Bible CollegeSep 2019 to May 2020
- NikeMay 2019 to Aug 2019
- Lancaster Bible CollegeSep 2018 to May 2019
- East Coast Sales & MaintenanceMay 2018 to Aug 2018
- Lancaster Bible CollegeSep 2017 to May 2018
- Alpha Omega ShelvingJun 2017 to Aug 2017
- Canon Mcmillan High SchoolSep 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
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
- 7359120
- Firm CRD
- 129052