Frederick, MD 30 W. Patrick St. Office
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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
30 W. Patrick St. Suite 200
Frederick MD 21701
Advisors at this office
5
Advisors at this office
Juan B
CFP®, Series 66
Frederick, MD
PNC Wealth Management
Juan Barrowes is a Certified Financial Planner (CFP®) and holds a Series 66 designation, with 32 years of industry experience. He has been with PNC Investments since 2007 and is based in Frederick, MD. Barrowes is affiliated with PNC Wealth Management, a firm providing retail brokerage and advisory services through model-based programs. The firm offers an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests primarily in mutual funds and ETFs, with portfolio implementation delegated to third parties.
Christopher S
Series 63, Series 65
Frederick, MD
PNC Wealth Management
Christopher Swedberg is a financial advisor with PNC Wealth Management in Frederick, MD, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist product available to employees with PNC Bank online credentials. The firm employs algorithm-driven risk assessments and utilizes third-party managers for portfolio execution and oversight.
Stephen W
Series 63, Series 65
Frederick, MD
PNC Wealth Management
Stephen Wengryniuk is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithmic assessments and delegated portfolio management for its clients.
Robert B
CFP®, Series 66
Frederick, MD
PNC Wealth Management
Robert Brill is a Certified Financial Planner® (CFP®) with 22 years of industry experience, currently serving at PNC Wealth Management since 2011. He holds the Series 66 designation and operates out of Frederick, MD. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and employs mutual funds and ETFs for portfolio management.
Eric J
Series 63, Series 65
Frederick, MD
PNC Wealth Management
Eric Jones is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and M&T Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to employees with PNC Bank online credentials. The firm’s approach emphasizes algorithm-driven model selection and portfolio implementation via mutual funds and ETFs, with third-party delegation of execution and proxy voting.
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