Kimberly Reid
Professional summary
Kimberly Reid, who also goes by Kimberly Ann Duckett Ms, Kimberly Ann Duckett, Kimberly Ann Duckettreid, Kimberly A Duva, Kimberly A Reid, is a registered financial advisor currently at PNC WEALTH MANAGEMENT LLC located in Howell, Michigan.
Kimberly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Kimberly has worked at 8 firms and has passed the Series 66, SIE, Series 7, Series 10, Series 9 and Series 23 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kimberly Reid's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Kimberly Reid's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 2, 2026 - Present
PNC WEALTH MANAGEMENT LLC
April 6, 2026 - Present
PNC WEALTH MANAGEMENT LLC
Office #1: 249 Fifth Avenue Floor 29, Pittsburgh, PA 15222January 9, 2023 - August 14, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 9, 2023 - August 14, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 16, 2022 - December 2, 2022
RAYMOND JAMES & ASSOCIATES, INC.
August 16, 2022 - December 2, 2022
RAYMOND JAMES & ASSOCIATES, INC.
June 3, 2013 - August 15, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 30, 2013 - August 15, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 6, 2012 - June 7, 2013
MORGAN STANLEY
December 5, 2012 - June 7, 2013
MORGAN STANLEY
October 1, 2012 - December 3, 2012
J.P. MORGAN SECURITIES LLC
October 1, 2012 - December 3, 2012
J.P. MORGAN SECURITIES LLC
March 11, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
March 8, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
October 1, 2008 - November 9, 2010
J.P. MORGAN SECURITIES LLC
October 1, 2008 - November 9, 2010
J.P. MORGAN SECURITIES LLC
September 27, 2006 - October 1, 2008
J.P. MORGAN SECURITIES INC.
July 1, 2006 - October 1, 2008
J.P. MORGAN SECURITIES INC.
May 31, 2006 - September 27, 2006
BANC ONE SECURITIES CORPORATION
February 2, 2006 - July 1, 2006
BANC ONE SECURITIES CORPORATION
Primary Firm SEC Registration
PNC WEALTH MANAGEMENT LLC
CRD#: 129052 / SEC#: 801-66195, 8-66195
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/2/2026)
(4/6/2026)
Exams
FINRA
Current Firm
PNC WEALTH MANAGEMENT LLC
CRD#: 129052 / SEC#: 801-66195, 8-66195
Contact information
SEC notice filing (53 States and Territories)
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PNC BANK, NATIONAL ASSOCIATION | PARENT | |
| BARNHART, TODD MARTIN | BOARD OF MANAGERS | 6166298 |
| FLYNN, SEAN | CHIEF COMPLIANCE OFFICER & BOARD OF MANAGERS | 2790159 |
| GUERRINI, RICHARD ROBERT | PRESIDENT, CEO, BOARD OF MANAGERS | 1990015 |
| HOLODINSKI, JOHN PAUL | BOARD OF MANAGERS | 2494707 |
| MITCHELL, JESSICA | BOARD OF MANAGERS | 6624246 |
| RAMOS, REGIS RESENDE | CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, FINOP | 5205169 |
| RICHARDSON, MARGARET MARY | CHIEF OPERATING OFFICER/BOARD OF MANAGERS | 6002933 |
| RODGERS, STEPHANIE ELIZABETH | BOARD OF MANAGERS & SECRETARY | 6004741 |
| SANTILLO, ROBERT WILSON | BOARD OF MANAGERS | 5379581 |
| SCHAFER, DAVID JOSEPH | CHIEF OPERATIONS OFFICER, PRINCIPAL OPERATIONS OFFICER | 1368781 |
| THOMPSON, LEIGH CHASE | CHIEF LEGAL OFFICER | 6534162 |
| WEIDNER, KIMBERLY LYNN | CHIEF RISK OFFICER & BOARD OF MANAGERS | 4080314 |
Regulatory assets under management
| Total Number of Accounts | 157,533 |
| AUM (Assets Under Management) | $ 26,533,775,810 |
Disclosures
| Regulatory Event | 13 |
| Arbitration | 6 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/08/2026 | ||
| 10/28/2024 | ||
| 09/20/2023 |
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.
