Henry Ross Wixon
Investment adviser representative at PNC Wealth Management
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$30.3BFirm assets
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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
14 years in the industry.
- PNC Wealth Management LLCNov 2023 to now
- PNC Investments LLCNov 2023 to now
- Freelance MusicianJun 2012 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Nov 2023
- UnemployedFeb 2022 to Aug 2022
- St. Mary's College of MarylandAug 2017 to Dec 2017
- Washington Revels, Inc.May 2017 to Feb 2022
- University of Maryland, College ParkAug 2014 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7612197
- Firm CRD
- 129052