Wexford, PA 10646 Perry Highway 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
Location
10646 Perry Highway
Wexford PA 15090
Advisors at this office
4
Advisors at this office
Matthew H
Series 63, Series 65
Wexford, PA
PNC Wealth Management
Matthew Hartle is a financial advisor with PNC Wealth Management in Wexford, PA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with PNC Investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees. The firm uses algorithmic risk assessment to recommend model strategies managed by PNC or third parties, with implementation via mutual funds and ETFs and annual rebalancing.
Linda D
Series 66
Wexford, PA
PNC Wealth Management
Linda Dengler is a financial advisor at PNC Wealth Management in Wexford, PA, with 17 years of industry experience. She holds a Series 66 designation and previously worked for Hefren-Tillotson, Inc. for 15 years before joining PNC Investments in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party portfolio management.
Wesley P
Series 63, Series 65
Wexford, PA
PNC Wealth Management
Wesley Perman is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with PNC Investments since 2008. Perman works out of Wexford, PA. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and implementation via approved model strategies.
Kelli K
Series 63, Series 65
Wexford, PA
PNC Wealth Management
Kelli Kania is a financial advisor at PNC Wealth Management with 28 years of industry experience. She has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary digital portfolio service currently available as an invitation-only pilot for employees. The firm utilizes algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.
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