Andrew Morris
Investment Adviser Representative at PNC Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Andrew Morris is an investment adviser representative with PNC Wealth Management in East Brunswick, NJ, where they have been registered since 2024. They have worked in the securities industry since 2000 and have been registered with 5 firms, including Santander Securities and Prudential Financial Planning Services. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in New Jersey.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Jersey
- Broker:
7 states and territories
Delaware, Florida, Illinois, Maryland, New Jersey, New York, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Sorrento Pacific Financial, LLCJan 2017 – May 2017San Diego, CA
- Navian Capital Securities, LLCJun 2017 – May 2018Cincinnati, OH
- The Prudential Insurance Company of AmericaSep 2018 – Oct 2019Marlton, NJ
- Pruco Securities, LLCSep 2018 – Oct 2019Marlton, NJ
- unemployedJun 2018 – Aug 2018Moorestown, NJ
- DMIOct 2019 – Aug 2020Hingham, MA
- Santander Securities, LLCJan 2021 – Feb 2023Dorchester, MA
- Santander Bank, NAJan 2021 – Aug 2024Boston, MA
- UnemployedAug 2020 – Jan 2021Moorestown, NJ
- Santander Securities, LLCFeb 2023 – Aug 2024Dorchester, MA
- PNC InvestmentsAug 2024 – no end date reportedEast Brunswick, NJ
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About PNC Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,136
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Pittsburgh, PA
- SEC file number:
- 801-66195
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
View full firm profileOther advisors at PNC Wealth Management
Showing 12 of 1,136 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew Morris has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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