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SM

Scott M. Metz

PNC WEALTH MANAGEMENT
PITTSBURGH, PA 15227
Some features on this profile are disabled
CRD#: 3273699
SM
Scott M MetzPNC WEALTH MANAGEMENT

Professional summary

Scott M Metz, who also goes by Scott Michael Metz, Scott Metz, is a registered financial advisor currently at PNC WEALTH MANAGEMENT LLC located in Pittsburgh, Pennsylvania.

Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Scott has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Aliases

Scott Michael Metz | Scott Metz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Insurance Agent - Start Date: 10/2019 - Non-investment Related - Insurance lines of business: Life Disability Health - Hours/per week during trading hours: 20

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott M Metz's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Scott M Metz's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 5, 2026 - Present

PNC WEALTH MANAGEMENT LLC

Office #1: 3701 Saw Mill Run Blvd, Pittsburgh, PA 15227Office #2: 300 Mount Lebanon Boulevard, Pittsburgh, PA 15234
RIA
BD
CRD#: 129052
PITTSBURGH, PA
Current

August 4, 2026 - Present

PNC WEALTH MANAGEMENT LLC

Office #1: 3701 Saw Mill Run Blvd, Pittsburgh, PA 15227Office #2: 300 Mount Lebanon Boulevard, Pittsburgh, PA 15234
RIA
BD
CRD#: 129052
PITTSBURGH, PA
Past

May 15, 2023 - June 3, 2026

THE HUNTINGTON INVESTMENT COMPANY

RIA
CRD#: 16986
MOON TWP, PA
Past

May 15, 2023 - June 3, 2026

THE HUNTINGTON INVESTMENT COMPANY

BD
CRD#: 16986
MOON TWP, PA
Past

October 21, 2019 - May 4, 2023

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA
CRD#: 611
PITTSBURGH, PA
Past

October 21, 2019 - May 4, 2023

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
PITTSBURGH, PA
Past

December 7, 2017 - October 8, 2019

CITIZENS SECURITIES, INC.

RIA
CRD#: 39550
PITTSBURGH, PA
Past

December 7, 2017 - October 8, 2019

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
PITTSBURGH, PA
Past

April 12, 2016 - December 20, 2017

TD AMERITRADE, INC.

RIA
CRD#: 7870
PITTSBURGH, PA
Past

April 12, 2016 - December 20, 2017

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
Pittsburgh, PA
Past

April 12, 2016 - December 20, 2017

TD AMERITRADE, INC.

BD
CRD#: 7870
PITTSBURGH, PA
Past

June 11, 2014 - February 19, 2016

INTEGRITY FUNDS DISTRIBUTOR, LLC

BD
CRD#: 26293
MINOT, ND
Past

August 6, 2012 - June 11, 2014

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
MOON TOWNSHIP, PA
Past

August 6, 2012 - June 11, 2014

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
MOON TOWNSHIP, PA
Past

February 22, 2012 - July 17, 2012

WADDELL & REED

BD
CRD#: 866
PITTSBURGH, PA
Past

October 4, 2011 - November 3, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
CANONSBURG, PA
Past

September 23, 2011 - November 3, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
CANONSBURG, PA
Past

May 22, 2000 - September 15, 2011

CALVERT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 37527
BETHESDA, MD
Past

August 12, 1999 - December 14, 1999

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PNC WEALTH MANAGEMENT LLC
PNC INVESTMENTS | PNC WEALTH MANAGEMENT LLC | PNC WEALTH MANAGEMENT | PNC INVESTMENTS LLC

CRD#: 129052 / SEC#: 801-66195, 8-66195

RIA
Registered Investment Advisory firm - SEC (9/17/2003 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Pennsylvania
(8/5/2026)
IAR
Pennsylvania
(8/5/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/3/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/12/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/23/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/12/1999
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PW
PNC WEALTH MANAGEMENT LLC
PNC INVESTMENTS | PNC WEALTH MANAGEMENT LLC | PNC WEALTH MANAGEMENT | PNC INVESTMENTS LLC

CRD#: 129052 / SEC#: 801-66195, 8-66195

RIA
Registered Investment Advisory firm - SEC (9/17/2003 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
300 Fifth Avenue 26th Floor, Pittsburgh, PA 15222-2722
Mailing Address
1900 E. 9th Street 17th Floor, Cleveland, OH 44114
Phone number
(800) 762-6111
Established
Delaware since 09/17/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,585

SEC notice filing (53 States and Territories)

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

PORTFOLIO SOLUTIONS (10/17/2025)
PNC DIRECTIONS (10/17/2025)
GUIDED SOLUTIONS (10/17/2025)
PORTFOLIO SOLUTIONS STRATEGIST (10/17/2025)
CAPITAL DIRECTIONS ANNUITIES (10/17/2025)
CAPITAL DIRECTIONS (10/17/2025)

Direct owners and executive officers

NamePositionCRD#
PNC BANK, NATIONAL ASSOCIATIONPARENT
BARNHART, TODD MARTINBOARD OF MANAGERS6166298
FLYNN, SEANCHIEF COMPLIANCE OFFICER & BOARD OF MANAGERS2790159
GUERRINI, RICHARD ROBERTPRESIDENT, CEO, BOARD OF MANAGERS1990015
HOLODINSKI, JOHN PAULBOARD OF MANAGERS2494707
MITCHELL, JESSICABOARD OF MANAGERS6624246
RAMOS, REGIS RESENDECHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, FINOP5205169
RICHARDSON, MARGARET MARYCHIEF OPERATING OFFICER/BOARD OF MANAGERS6002933
RODGERS, STEPHANIE ELIZABETHBOARD OF MANAGERS & SECRETARY6004741
SANTILLO, ROBERT WILSONBOARD OF MANAGERS5379581
SCHAFER, DAVID JOSEPHCHIEF OPERATIONS OFFICER, PRINCIPAL OPERATIONS OFFICER1368781
THOMPSON, LEIGH CHASECHIEF LEGAL OFFICER6534162
WEIDNER, KIMBERLY LYNNCHIEF RISK OFFICER & BOARD OF MANAGERS4080314

Regulatory assets under management

Total Number of Accounts157,533
AUM (Assets Under Management)$ 26,533,775,810

Disclosures

Regulatory Event13
Arbitration6

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/08/2026
Cover Page
Report
10/28/2024
Cover Page
Report
09/20/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PNC WEALTH MANAGEMENT LLC

CRD#: 129052Pittsburgh, PA 15227

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