Erie, PA State Street Office

Team
Updated today
PNC Wealth Management logo

PNC Wealth Management

Enterprise

Firm-wide stats for PNC Wealth Management

Total advisors

1,169

Across 773 offices

Clients per advisor

138 Very High

Avg AUM per client

$182,752 Very Low

HNW client ratio

2% Very Low

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

Expertise

Passive / index investing Active portfolio management Wealth management

Based on PNC Wealth Management

Occupation focus

Executive

Based on PNC Wealth Management

Location

901 State Street

Erie PA 16501

Advisors at this office

7

Advisors at this office

user avatar

Brian H

Series 66

Erie, PA

PNC Wealth Management

Brian Hammel is a financial advisor at PNC Wealth Management with 16 years of industry experience. He has been with PNC Investments since 2009 and holds a Series 66 designation. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithm-driven questionnaires to guide investment strategy and employs mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
user avatar

Brandon L

Series 66

Erie, PA

PNC Wealth Management

Brandon Lord is a financial advisor with PNC Wealth Management in Erie, PA, holding a Series 66 designation and six years of industry experience. He has worked at PNC Investments since 2018 and previously was with Haines & Company and Penn State Erie, the Behrend College. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation only to employees. The firm utilizes algorithm-driven portfolio selection and delegates execution and voting to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
user avatar

Joseph Y

Series 66

Erie, PA

PNC Wealth Management

Joseph Yacone is a financial advisor at PNC Wealth Management with 22 years of industry experience. He has been with PNC Investments since 2004 and holds a Series 66 designation. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and third-party managed model strategies executed with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
user avatar

Eric B

Series 66

Erie, PA

PNC Wealth Management

Eric Bennett is a financial advisor with PNC Wealth Management in Erie, PA. He holds the Series 66 designation and has two years of industry experience. His work history includes roles at PNC Investments LLC, PNC Bank, NYLIFE Securities LLC, New York Life Insurance Co, and Target. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and implements investments via approved model strategies managed by PNC or third parties.

Passive / index investing Active portfolio management Wealth management Executive
user avatar

Erika P

CFP®, Series 63, Series 66

Erie, PA

PNC Wealth Management

Erika Puda is a CFP® professional with two years of industry experience, currently serving as a financial advisor at PNC Wealth Management. She has held various roles within PNC since 2018, including positions at PNC Private Bank and PNC Investments. Prior to joining PNC, she worked at Erie Insurance and has experience from Penn State Behrend and Smuggler's Wharf. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation. The firm’s approach involves algorithm-driven portfolio selection and third-party management of investments using approved model strategies, primarily through mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
user avatar

Steven H

Series 63, Series 65

Erie, PA

PNC Wealth Management

Steven Hall is a financial advisor with PNC Wealth Management in Erie, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven portfolio recommendations and implements strategies via approved mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
user avatar

Sean P

Series 63, Series 65

Erie, PA

PNC Wealth Management

Sean Pelinsky is a financial advisor with PNC Wealth Management in Erie, PA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with PNC Investments, LLS since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary online model account currently available as an invitation-only employee pilot. Their approach uses algorithm-driven risk assessments and implements portfolios with mutual funds and ETFs through approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
View complete list of advisors at this office
Warmer team member

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.

Find your advisor

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")