Role at PNC Wealth Management
- Title on Schedule A
- Chief Risk Officer & Board of Managers
- Control
- Kimberly Weidner is a control person of PNC Wealth Management.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Kimberly Weidner has held the filed role since July 2018.
The firm
Form ADV filed 14 September 2026
Career on record
Kimberly Weidner has been registered through PNC Wealth Management since January 2004, and before that through Hilliard Lyons Asset Management.
- Passed Series 24 and Series 99TO · 2023
- Passed SIE · 2018
- Passed Series 23 · 2014
- Pnc Wealth ManagementCurrent– present · 23 yearsPittsburgh, PA · Adviser representative · Firm CRD 129052
- Hilliard Lyons Asset Management– · 1 yearPittsburgh, PA · Adviser representative · Firm CRD 453
- Passed Series 65 · 2003
- Passed Series 9 and Series 10 · 2002
- Passed Series 7 · 2001
- Passed Series 63 · 2000
- Passed Series 6 · 1999
Registrations and exams
Kimberly Weidner has a current investment-adviser registration in Pennsylvania and has passed 10 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Pennsylvania | Investment adviser representative | Approved | 1 January 2004 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 May 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 January 2000 |
| Series 24 | General Securities Principal Examination | 2 January 2023 |
| Series 23 | General Securities Principal Sales Supervisor | 16 August 2014 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 31 October 2002 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 1 October 2002 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 1 June 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 December 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Principal Sales Supervisor
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
Individual record
- Full name
- Kimberly Lynn Weidner
- CRD
- 4080314
- Registration status
- Investment adviser and broker registrations
- Office
- PITTSBURGH MAIN PNC INVESTMENTS, 300 FIFTH AVENUE, 26TH FLOOR, Pittsburgh, PA 15222
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Kimberly Weidner work?
Kimberly Weidner has been Chief Risk Officer & Board of Managers of PNC Wealth Management since July 2018, and is a control person of the firm.
Is Kimberly Weidner a financial advisor?
Yes. Kimberly Weidner has a current investment-adviser registration in Pennsylvania, through PNC Wealth Management since January 2004, as of 17 October 2026.
How many years of experience does Kimberly Weidner have?
Kimberly Weidner has worked in the financial industry for 26 years as of 17 October 2026, counted from 26 February 2000, across 2 adviser firms.
What exams has Kimberly Weidner passed?
Kimberly Weidner has passed 10 licensing exams: the Series 6, Series 63, Series 7, Series 9, Series 10, Series 65, Series 23, SIE, Series 24 and Series 99TO. The earliest, the Series 6, was passed in December 1999.
Where did Kimberly Weidner work before PNC Wealth Management?
Before PNC Wealth Management, Kimberly Weidner was registered through Hilliard Lyons Asset Management, May 2003 to January 2004.
Where is Kimberly Weidner based?
Kimberly Weidner’s registered office is in Pittsburgh, PA.
Leadership at PNC Wealth Management
- Richard Robert GuerriniPresident, CEO, Board of Managers
- Regis Resende RamosChief Financial Officer, Principal Financial Officer, FINOP
- Margaret Mary RichardsonChief Operating Officer/Board of Managers
- Sean FlynnChief Compliance Officer & Board of Managers
- John Paul HolodinskiBoard of Managers
- Jessica MitchellBoard of Managers
- Stephanie Elizabeth RodgersBoard of Managers & Secretary
- Robert Wilson SantilloBoard of Managers
- Leigh Chase ThompsonChief Legal Officer