Adviser and broker representative · PNC Wealth Management LLC
Georgia A. Phillips
CRD 4132381 · Pittsburgh, PA
At a glance
Georgia A. Phillips is an investment adviser representative with PNC Wealth Management LLC in Pittsburgh, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Georgia’s SEC record dates to 2013, about 12 years ago. Georgia is also registered as a broker representative.
Current advisory firm
- PNC Wealth Management LLCSince November 2013Pittsburgh, PA · $30B in regulatory assets
SEC adviser record
- Registered since
- 2013 (12 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Georgia’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.