GB
Glenn A. Bittner
PNC WEALTH MANAGEMENT LLC
Fremont, CA 94538
Some features on this profile are disabled
CRD#: 6448757
GB
Professional summary
Glenn A Bittner, AIF®, who also goes by Glenn Arthur Bittner, Glenn Bittner, is a registered financial advisor currently at PNC WEALTH MANAGEMENT LLC located in Fremont, California.
Glenn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Glenn has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Glenn Arthur Bittner | Glenn Bittner
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.
***Fixed Insurance; Investment Related; Martinez, CA; Agent; Life, DI, LTC, Annuities, Supplemental Benefits, Group Benefits; Start Date: 05/11/2021; 30 hrs per month; 25 during trading hours. ***Danville Chamber of Commerce; Investment Related; Danville, CA; Board Member; Chair elect. Helping with decision making; Start Date: 06/01/2015; 6 hrs per month; 6 during trading hours. ***Danville Chamber Small Business Council; Not Investment Related; Danville, CA; President; Coordinate educational workshops for chamber members; Start Date: 10/01/2017; 4 hrs per month; 4 during trading hours. ***Rudgear Estates Swim Team; Not Investment Related; Walnut Creek, CA; Board Member; Conference rep. Treasurer.; Start Date: 04/15/2021; 3 hrs per month; 0 during trading hours. Business Name: AFEA-AMERICAN FINANCIAL EDUCATION ALLIANCE POSITION: Instructor NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2022 ADDRESS: 111 Deerwood Dr, Suite 175, San Ramon CA 94583 DESCRIPTION: Be the instructor for various courses Business Name: DANVILLE AREA CHAMBER OF COMMERCE POSITION: Board Chair NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2019 ADDRESS: 117E Town and County Dr, Danville CA 94526 DESCRIPTION: Preside over board meeting, supervise CEO. Business Name: PACIFIC WEALTH PLANNING POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 03/21/2022 ADDRESS: 111 Deerwood Dr, #175, San Ramon CA 94583 DESCRIPTION: Acquiring and working with clients on their investments, insurance and financial planning needs. Business Name :KESTRA ADVISORY SERVICES, LLC POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/21/2022 ADDRESS: 5707 Southwest Parkway, Austin, TX 78735, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: Solicit clients and work with them on money management and planning. Business Name: PACIFIC WEALTH PLANNING POSITION: Financial Advisor, CDFA, RICP, AIF NATURE: Consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/04/2023 ADDRESS: 111 Deerwood Rd, #175, San Ramon CA 94583 DESCRIPTION: From anything to phone calls to help attorneys understand the financial disclosures, on their clients behalf to supporting RSU/Option Division, to creating cash flow to support for/against the need for spousal support.
CRS (Client Relationship Summary) - RIA
Click below to view Glenn A Bittner's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Glenn A Bittner's 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®
Experience
Current
September 18, 2024 - Present
PNC WEALTH MANAGEMENT LLC
Office #1: 39350 Fremont Boulevard, Fremont, CA 94538Office #2: 5100 Clayton Rdc-26, Concord, CA 94521Office #3: 1101 South California Boulevard, Walnut Creek, CA 94596RIA
BD
CRD#: 129052
Fremont, CA
Current
September 18, 2024 - Present
PNC WEALTH MANAGEMENT LLC
Office #1: 39350 Fremont Boulevard, Fremont, CA 94538Office #2: 5100 Clayton Rdc-26, Concord, CA 94521Office #3: 1101 South California Boulevard, Walnut Creek, CA 94596RIA
BD
CRD#: 129052
Fremont, CA
Past
March 18, 2022 - September 16, 2024
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
San Ramon, CA
Past
March 18, 2022 - September 16, 2024
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
San Ramon, CA
Past
April 8, 2021 - December 31, 2021
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
Martinez, CA
Past
April 5, 2021 - December 31, 2021
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
Martinez, CA
Past
August 6, 2015 - April 6, 2021
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
DANVILLE, CA
Past
March 26, 2015 - April 6, 2021
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
DANVILLE, CA
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
California(9/18/2024)
IAR
California(9/18/2024)
RR
Colorado(1/10/2025)
RR
Utah(10/29/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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
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 |
|---|---|---|
| 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.
