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MA

Matthew R. Akers

PNC WEALTH MANAGEMENT LLC
Noblesville, IN 46060
Some features on this profile are disabled
CRD#: 5614982
MA

Professional summary

Matthew Ryan Akers, who also goes by Matthew R Akers, Matt Akers, Matthew Ryan Akers, is a registered financial advisor currently at PNC WEALTH MANAGEMENT LLC located in Noblesville, Indiana.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Matthew has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matthew R Akers | Matt Akers | Matthew Ryan Akers

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

CRS (Client Relationship Summary) - BD

Click below to view Matthew Ryan Akers'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

March 4, 2026 - Present

PNC WEALTH MANAGEMENT LLC

Office #1: 14475 Mundy Drive, Noblesville, IN 46060
RIA
BD
CRD#: 129052
Noblesville, IN
Current

March 4, 2026 - Present

PNC WEALTH MANAGEMENT LLC

Office #1: 14475 Mundy Drive, Noblesville, IN 46060
RIA
BD
CRD#: 129052
Noblesville, IN
Past

June 28, 2021 - January 28, 2026

SCHWAB WEALTH ADVISORY, INC.

RIA
CRD#: 159035
INDIANAPOLIS, IN
Past

June 28, 2021 - January 28, 2026

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Indianapolis, IN
Past

May 19, 2020 - April 29, 2021

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
GURNEE, IL
Past

May 19, 2020 - April 29, 2021

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
GURNEE, IL
Past

May 16, 2018 - May 7, 2020

LPL FINANCIAL LLC

RIA
CRD#: 6413
MITCHELL, IN
Past

May 16, 2018 - May 7, 2020

LPL FINANCIAL LLC

BD
CRD#: 6413
MITCHELL, IN
Past

January 5, 2015 - May 10, 2018

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
Bloomington, IN
Past

January 5, 2015 - May 10, 2018

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
Bloomington, IN
Past

July 11, 2011 - December 16, 2014

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
ST. CARMEL, IN
Past

June 28, 2011 - December 16, 2014

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
ST. CARMEL, IN
Past

March 2, 2009 - January 14, 2011

EDWARD JONES

RIA
CRD#: 250
CARMEL, IN
Past

January 6, 2009 - January 14, 2011

EDWARD JONES

BD
CRD#: 250
CARMEL, IN

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
Indiana
(3/4/2026)
IAR
Indiana
(3/4/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/27/2009
Uniform Combined 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: 1/5/2009
General Securities 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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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#: 129052Noblesville, IN 46060

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