Joseph Valenty
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 LLCJun 2025 to now
- PNC Investments LLCJan 2025 to now
- Osaic WealthAug 2024 to Dec 2024
- Fresh ThymeMay 2024 to Dec 2024
- Saint Vincent Career CenterSep 2023 to Dec 2023
- Fresh ThymeMay 2023 to Apr 2024
- AflacMay 2022 to Aug 2022
- ChipotleJun 2021 to Aug 2021
- Saint Vincent CollegeAug 2020 to May 2024
- Chick-fil-aAug 2019 to Jul 2020
- Our Lady of the Sacred Heart High SchoolAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
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
- 7796835
- Firm CRD
- 129052