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Chad Michael Wilshire

PNC Capital Markets LLC

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About Chad Michael Wilshire

Chad Wilshire is a Financial and Operations Principal at PNC Capital Markets LLC. Chad is registered with FINRA and holds the Series 27, Series 99TO, and SIE licenses. Chad has been in the industry since 2016.

Firm Information

Chad Wilshire is currently registered with PNC Capital Markets LLC. PNC Capital Markets LLC is a Limited Liability Company formed in December 2005. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. PNC Capital Markets LLC has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

489

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Chad Wilshire’s Registration & Firm History

PA

08/22/2016 - Present

PNC Capital Markets LLC (PITTSBURGH PA)

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Licenses & Designations

BC

Issued 08/22/2016

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad Michael Wilshire.
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