Maximilian Cooper Taylor Jackson

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Contact Information

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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

4 years registered in the securities industry

Current & Past Employments

Current

PNC WEALTH MANAGEMENT LLCCurrent·CRD# 129052

RIA

BD

Cincinnati, OH

January 14, 2026 - Present

PNC WEALTH MANAGEMENT LLCCurrent·CRD# 129052

RIA

BD

249 Fifth Avenue Floor 29, Pittsburgh, PA 15222

January 14, 2026 - Present

Past

FIDELITY PERSONAL AND WORKPLACE ADVISORSPast·CRD# 288590

RIA

Covington, KY

August 14, 2023 - January 17, 2024

FIDELITY BROKERAGE SERVICES LLCPast·CRD# 7784

BD

Covington, KY

July 29, 2022 - January 17, 2024

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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)

PORTFOLIO SOLUTIONS STRATEGIST DIGITAL OFFERING (6/30/2026)

PNC DIRECTIONS (3/31/2026)

CAPITAL DIRECTIONS (3/31/2026)

CAPITAL DIRECTIONS ANNUITIES (3/31/2026)

GUIDED SOLUTIONS (3/31/2026)

PORTFOLIO SOLUTIONS (3/31/2026)

Direct owners and executive officers

Name	Position	CRD#
PNC BANK, NATIONAL ASSOCIATION	PARENT	—
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
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

164,103

AUM (Assets Under Management)

$30,273,072,662

Disclosures

Regulatory Event

13

Arbitration

6

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/08/2026	Cover Page	Report
10/28/2024	Cover Page	Report

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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.

The advisor shows no other business activity.

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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

Alabama
(1/16/2026)

RR

Alaska
(1/16/2026)

RR

Arizona
(1/16/2026)

RR

Arkansas
(1/16/2026)

RR

California
(1/16/2026)

RR

Colorado
(1/16/2026)

RR

Connecticut
(1/16/2026)

RR

Delaware
(1/16/2026)

RR

District of Columbia
(1/16/2026)

RR

Florida
(1/16/2026)

RR

Georgia
(1/16/2026)

RR

Hawaii
(1/16/2026)

RR

Idaho
(1/16/2026)

RR

Illinois
(1/16/2026)

RR

Indiana
(1/16/2026)

RR

Iowa
(1/16/2026)

RR

Kansas
(1/16/2026)

RR

Kentucky
(1/16/2026)

RR

Louisiana
(1/16/2026)

RR

Maine
(1/16/2026)

RR

Maryland
(1/16/2026)

RR

Massachusetts
(1/16/2026)

RR

Michigan
(1/16/2026)

RR

Minnesota
(1/16/2026)

RR

Mississippi
(1/16/2026)

RR

Missouri
(1/16/2026)

RR

Montana
(1/16/2026)

RR

Nebraska
(1/16/2026)

RR

Nevada
(1/16/2026)

RR

New Hampshire
(1/16/2026)

RR

New Jersey
(1/16/2026)

RR

New Mexico
(1/16/2026)

RR

New York
(1/16/2026)

RR

North Carolina
(1/16/2026)

RR

North Dakota
(1/16/2026)

IAR

Ohio
(1/14/2026)

RR

Ohio
(1/15/2026)

RR

Oklahoma
(1/16/2026)

RR

Oregon
(1/16/2026)

RR

Pennsylvania
(1/16/2026)

RR

Puerto Rico
(1/21/2026)

RR

Rhode Island
(1/16/2026)

RR

South Carolina
(1/16/2026)

RR

South Dakota
(1/16/2026)

RR

Tennessee
(1/16/2026)

RR

Texas
(1/16/2026)

RR

Utah
(1/16/2026)

RR

Vermont
(1/16/2026)

RR

Virginia
(1/16/2026)

RR

Washington
(1/16/2026)

RR

West Virginia
(1/16/2026)

RR

Wisconsin
(1/16/2026)

RR

Wyoming
(1/16/2026)

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.