Abdallah Osman
Investment adviser representative at PNC Wealth Management
15 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
15 years in the industry.
- PNC Wealth Management LLCAug 2024 to now
- PNC InvestmentsAug 2024 to now
- UnemployedDec 2023 to Aug 2024
- E*trade Securities, LLCOct 2022 to Sep 2023
- Morgan StanleyAug 2021 to Dec 2023
- UnemployedJan 2020 to Jul 2021
- Abdoul-latif Tax Preparation ServicesJan 2018 to Apr 2018
- SchoolJan 2011 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7408133
- Firm CRD
- 129052