Casey Hays
Investment adviser representative at PNC Wealth Management
12 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
12 years in the industry.
- PNC Wealth Management LLCOct 2025 to now
- J.P. Morgan Securities LLCJul 2024 to Oct 2025
- JPMorgan Chase Bank NAJul 2024 to Oct 2025
- Fidelity InvestmentsMar 2022 to Jul 2024
- Bargains and BuyoutsOct 2021 to Feb 2022
- UnemployedSep 2021 to Oct 2021
- UpsMay 2021 to Aug 2021
- Aim SurplusJul 2020 to Apr 2021
- Allied UniversalFeb 2020 to Nov 2020
- Georgia-pacificDec 2018 to Jan 2020
- TqlAug 2018 to Nov 2018
- VriJan 2014 to Aug 2018
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 (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
- 7519299
- Firm CRD
- 129052