Yooran Cho
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 LLCJul 2025 to now
- PNC BankJan 2022 to Jul 2025
- UnemployedMay 2021 to Jan 2022
- Hakunamatata English InstituteJan 2021 to May 2021
- UnemployedJun 2019 to Jan 2021
- Evergreen Tax Consulting LLCDec 2018 to Jun 2019
- Ppf Inc StreetgameNov 2017 to Nov 2018
- Shinyoung M&dFeb 2017 to Nov 2017
- Rcm KoreaJan 2017 to Jan 2017
- UnemployedJan 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8141567
- Firm CRD
- 129052