Marietta, GA Roswell Rd 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
4244 Roswell Rd
Marietta GA 30062
Advisors at this office
3
Advisors at this office
Joseph R
Series 63, Series 65
Marietta, GA
PNC Wealth Management
Joseph Ready Jr. is a financial advisor with PNC Wealth Management in Marietta, GA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has been with PNC Investments since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Bank NA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy available by invitation to employees. The firm utilizes algorithm-driven risk assessment and outsourced implementation of investment models with a focus on mutual funds and ETFs.
Derrick M
Series 63, Series 66
Marietta, GA
PNC Wealth Management
Derrick Martin is a financial advisor at PNC Wealth Management with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at notable firms including Edward Jones, Merrill, Wells Fargo, and Bank of America. Outside of his advisory role, Martin owns two LLCs involved in basketball training and business research. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio managed with mutual funds and ETFs. The firm’s investment approach relies on algorithmic risk assessment and third-party portfolio implementation.
Daniel P
Series 63, Series 66
Marietta, GA
PNC Wealth Management
Daniel Paley is a financial advisor with PNC Wealth Management in Marietta, GA, holding Series 63 and Series 66 credentials and having 24 years of industry experience. He has been with PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven online discretionary model account that uses approved mutual funds and ETFs with annual rebalancing.
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