Joseph David Gard
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 2026 to now
- Bank of America, N.A.Jun 2024 to Aug 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to Aug 2026
- Charles Schwab & Co., Inc.Apr 2022 to Apr 2024
- Credit Union of ColoradoJul 2020 to Apr 2022
- Liberty UniversityJan 2020 to Oct 2022
- Douglas County LibrariesJun 2018 to Jul 2020
- Arapahoe Community CollegeAug 2017 to Dec 2019
- Chick-fil-aJan 2017 to Jul 2018
- Action Care AmbulanceApr 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7495375
- Firm CRD
- 129052