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Anthony Mario

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.

  1. PNC Wealth Management LLCOct 2025 to now
  2. Janney Montgomery Scott LLCApr 2023 to Oct 2025
  3. TD BankApr 2018 to Apr 2023
  4. Santander BankMay 2017 to Apr 2018
  5. Tower Financial PlanningJun 2015 to May 2017
  6. Il VilliggioJun 2014 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (NJ).

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
7726948
Firm CRD
129052
Advisor's SEC record (opens in a new tab)
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