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Matthew Nutter

PNC WEALTH MANAGEMENT
Toledo, OH
·CRD# 5414125·19 years registered

Professional Summary

Matthew Nutter, who also goes by Matthew A Nutter, Matthew Allen Nutter, Matthew Nutter, is a registered financial advisor currently at PNC WEALTH MANAGEMENT LLC located in Toledo, Ohio. Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Matthew has worked at 5 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 10, Series 9,...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Matthew A Nutter, Matthew Allen Nutter, Matthew Nutter

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

19 years registered in the securities industry

Current & Past Employments

Current

PNC WEALTH MANAGEMENT LLCCurrent·CRD# 129052
RIA
BD
3205 Secor Rd, Toledo, OH 43606
November 2, 2026 - Present
PNC WEALTH MANAGEMENT LLCCurrent·CRD# 129052
RIA
BD
3205 Secor Rd, Toledo, OH 43606
October 30, 2026 - Present

Past

J.P. MORGAN SECURITIES LLCPast·CRD# 79
RIA
Dayton, OH
July 16, 2024 - October 25, 2026
J.P. MORGAN SECURITIES LLCPast·CRD# 79
BD
Dayton, OH
July 16, 2024 - October 25, 2026
THE HUNTINGTON INVESTMENT COMPANYPast·CRD# 16986
RIA
Perrysburg, OH
March 1, 2017 - July 8, 2024
THE HUNTINGTON INVESTMENT COMPANYPast·CRD# 16986
BD
Perrysburg, OH
March 1, 2017 - July 8, 2024
PNC WEALTH MANAGEMENT LLCPast·CRD# 129052
RIA
Youngstown, OH
May 13, 2016 - February 16, 2017
PNC WEALTH MANAGEMENT LLCPast·CRD# 129052
BD
Youngstown, OH
May 13, 2016 - February 16, 2017
KEY INVESTMENT SERVICES LLCPast·CRD# 136300
RIA
Canton, OH
September 5, 2014 - April 18, 2016
KEY INVESTMENT SERVICES LLCPast·CRD# 136300
BD
Canton, OH
September 4, 2014 - April 18, 2016
J.P. MORGAN SECURITIES LLCPast·CRD# 79
RIA
Columbiana, OH
May 19, 2014 - August 28, 2014
J.P. MORGAN SECURITIES LLCPast·CRD# 79
BD
Columbiana, OH
April 2, 2014 - August 28, 2014
KEY INVESTMENT SERVICES LLCPast·CRD# 136300
BD
North Canton, OH
August 10, 2010 - March 18, 2014
CHASE INVESTMENT SERVICES CORP.Past·CRD# 25574
BD
Stow, OH
October 3, 2007 - June 22, 2010

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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)

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

1,713

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

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

Part 2 Brochures

PORTFOLIO SOLUTIONS STRATEGIST (9/8/2026)

Direct owners and executive officers

NamePositionCRD#
PNC BANK, NATIONAL ASSOCIATIONPARENT—
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
THOMPSON, LEIGH CHASECHIEF LEGAL OFFICER6534162
WEIDNER, KIMBERLY LYNNCHIEF RISK OFFICER & BOARD OF MANAGERS4080314

Regulatory Assets Under Management

Total Number of Accounts

164,103

AUM (Assets Under Management)

$30,273,072,662

Disclosures

Regulatory Event

13

Arbitration

6

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
01/08/2026Cover PageReport
10/28/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

PERRYSBURG WRESTLING CLUB POSITION: Board member NATURE: Board Member / Committee Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/14/2021 ADDRESS: 23248 Dunbridge Rd, Perrysburg OH 43551, United States DESCRIPTION: Board member making decision for the Perrysburg Wrestling Club. A non profit club teaching and mentoring local youth in Perrysburg, Ohio. PERRYSBURG LOCAL SCHOOLS POSITION: Volunteer Assistant Coach NATURE: Sports and Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2021 ADDRESS: 13385 Roachton Rd, Perrysburg OH 43551, United States DESCRIPTION: High School wrestling

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Ohio
(10/30/2026)
IAR
Ohio
(11/2/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2014About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2011About the Series 63 exam

Series 52TO — Municipal Securities Representative Examination

Passed Apr 2019About the Series 52TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2014About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 2007About the Series 6 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Jul 2024About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Jul 2024About the Series 9 exam

Series 53 — Municipal Securities Principal Examination

Passed May 2019About the Series 53 exam

Series 24 — General Securities Principal Examination

Passed Jan 2019About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Matthew Nutter's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Matthew Nutter's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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