Scott Allan Vates
Investment adviser representative at PNC Wealth Management
11 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
11 years in the industry.
- PNC Wealth Management LLCMar 2024 to now
- PNC InvestmentsJan 2024 to now
- J.P. Morgan Securities LLCNov 2023 to Jan 2024
- JP Morgan Chase Bank, N.A.Nov 2023 to Jan 2024
- The Huntington Investment CompanyMar 2023 to Jul 2023
- Huntington National BankOct 2021 to Oct 2023
- Onkaar Enterprises LLCJul 2019 to Oct 2021
- Fa Logic LLCJan 2015 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- 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
- 7715294
- Firm CRD
- 129052