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Reginald Holt

Investment adviser representative at PNC Wealth Management
13 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

13 years in the industry.

  1. PNC Wealth Management LLCJan 2026 to now
  2. PNC BankJan 2024 to Jun 2026
  3. Under ArmourJul 2021 to Jan 2024
  4. Nike IncNov 2020 to Jun 2021
  5. Bethel Ame ChurchAug 2020 to Jan 2024
  6. Slippery Rock UniversityJun 2020 to May 2022
  7. SheetzJan 2020 to Jun 2020
  8. Pa West SoccerAug 2017 to Jul 2021
  9. Lock Haven UniversityAug 2017 to Aug 2020
  10. Penn Hills High SchoolAug 2013 to Aug 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

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
8207382
Firm CRD
129052
Advisor's SEC record (opens in a new tab)
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