Fort Worth, TX S Hulen Street 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
Expertise
Based on PNC Wealth Management
Location
3113 S Hulen Street, Lot 7 and 8
Fort Worth TX 76109-1920
Advisors at this office
3
Advisors at this office
Nicolas D
Series 63, Series 66
Fort Worth, TX
PNC Wealth Management
Nicolas Del Tatto is a financial advisor at PNC Wealth Management in Fort Worth, TX, holding Series 63 and Series 66 licenses with four years of industry experience. His career includes positions at Bank of America, Merrill, and TD Ameritrade/Charles Schwab. Outside of traditional financial services, he briefly worked with We Buy Homes in USA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to PNC Bank employees. The firm uses approved model strategies managed by PNC or third parties with mutual funds and ETFs, relying on algorithmic risk assessments and annual rebalancing.
Gina M
Series 63, Series 65
Fort Worth, TX
PNC Wealth Management
Gina McDonald is a financial advisor with PNC Wealth Management in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and COMPASS Bank, spanning over a decade at those firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to PNC Bank employees. The firm uses algorithm-driven risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.
Sabrina S
Series 63, Series 65
Fort Worth, TX
PNC Wealth Management
Sabrina Szarek is a financial advisor with PNC Wealth Management in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. She has been with PNC Investments since 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests via mutual funds and ETFs, with portfolio management delegated to third-party strategists.
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")