Cincinnati, OH 9650 Colerain Avenue Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
PNC Wealth Management
Enterprise
Firm-wide stats for PNC Wealth Management
About
PNC Wealth Management provides retail brokerage and advisory services through several model‑based programs. The brochure describes the Portfolio Solutions Strategist Digital Offering, an online, discretionary model account currently offered as an invitation‑only employee pilot that requires existing PNC Bank online‑banking credentials.
The program implements investments via approved model strategies managed by PNC or third‑party strategists and executed by an investment delegate using mutual funds and ETFs, with annual rebalancing and no ability for clients to trade individual securities or use margin. Enrollment and model selection rely on an algorithmic digital questionnaire that recommends a risk band; the offering assesses fees as a percentage of assets and does not provide standalone financial planning services in this product.
Distinctive features noted in the brochure include the employee‑only pilot structure and the firm’s disclosure of affiliated cash‑sweep and revenue‑sharing arrangements (including use of PNC Bank’s deposit sweep and selection of “approved” mutual fund share classes), which can influence fund selection and cash management. The firm also delegates portfolio implementation and proxy voting to third parties (Envestnet and Glass‑Lewis), and flags algorithm risk and limited direct client contact with strategists, factors that may affect execution and oversight relative to some peers.
Based on PNC Wealth Management
Location
9650 Colerain Avenue
Cincinnati OH 45251
Advisors at this office
4
Advisors at this office
Derek H
Series 63, Series 66
Cincinnati, OH
PNC Wealth Management
Derek Hamant is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining PNC Investments LLC, he worked at Fidelity Investments and has held positions in various service industries. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven online platform that manages investments using approved model strategies with annual rebalancing and no individual security trading.
Gary H
Series 63, Series 65
Cincinnati, OH
PNC Wealth Management
Gary Hamant is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he has interests as a rental property owner through several LLCs. PNC Wealth Management offers retail brokerage and advisory services, including an invitation-only, model-based digital investment program that uses algorithm-driven risk assessment and discretionary portfolio management with mutual funds and ETFs.
Cless S
Series 66
Cincinnati, OH
PNC Wealth Management
Cless Smith II is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds the Series 66 designation and has worked at various PNC entities since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists.
James M
Series 63, Series 65
Cincinnati, OH
PNC Wealth Management
James Murphy is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 registrations and bringing 41 years of industry experience. He has worked with PNC Investments since 2007. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account that utilizes algorithmic risk assessment and invests via approved model strategies managed by PNC or third parties.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")