Pavel Yurevich
PNC WEALTH MANAGEMENT LLC | Financial Consultant, Branches
Downers Grove, IL 60515
Some features on this profile are disabled
CRD#: 6885160
Professional summary
Pavel Yurevich, CFP®, who also goes by Paul Yurevich, is a registered financial advisor currently at PNC WEALTH MANAGEMENT LLC located in Downers Grove, Illinois.
Pavel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Pavel has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I am passionate about providing honest, straightforward, and unbiased advice to you. We will work together on creating a financial plan that will serve as a roadmap as you work towards your goals. You can count on me and Fidelity as we execute on your plan, and I will continue helping you to navigate change so you and your family can sleep better.
Question & Answer
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Paul Yurevich
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.
01/15/2012- Owner/Operator- Residential Rental Properties- Non-Investment related- Zero hours during trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Pavel Yurevich's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Pavel Yurevich'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®
CFP®
Start date: 2021
Education
University of Illinois at Chicago
Bachelor of Science (BS) - Finance
2013
Wilbur Wright College
Associate of Arts - Business
2011
Experience
Current
June 18, 2025 - Present
PNC WEALTH MANAGEMENT LLC
Office #1: 401 Ogden Avenue, Downers Grove, IL 60515Office #2: 10272 W. Grand Ave., Franklin Park, IL 60131Office #3: 524 Roosevelt Rd., Glen Ellyn, IL 60137RIA
BD
CRD#: 129052
Downers Grove, IL
Current
June 18, 2025 - Present
PNC WEALTH MANAGEMENT LLC
Office #1: 401 Ogden Avenue, Downers Grove, IL 60515Office #2: 10272 W. Grand Ave., Franklin Park, IL 60131Office #3: 524 Roosevelt Rd., Glen Ellyn, IL 60137RIA
BD
CRD#: 129052
Downers Grove, IL
Past
March 31, 2025 - June 12, 2025
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SCHAUMBURG, IL
Past
August 16, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SCHAUMBURG, IL
Past
August 4, 2022 - June 12, 2025
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SCHAUMBURG, IL
Past
February 26, 2018 - July 25, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ROLLING MEADOWS, IL
Past
January 12, 2018 - July 25, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ROLLING MEADOWS, IL
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
Illinois(6/18/2025)
IAR
Illinois(6/18/2025)
RR
Michigan(10/14/2025)
Exams
State Security Law 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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
Company Information
PNC WEALTH MANAGEMENT LLC
Financial Consultant, BranchesCRD#: 129052Downers Grove, IL 60515TRUST BUT VERIFY
Monitor Pavel Yurevich
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
