Matthew Wallace
Investment Adviser Representative at PNC Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Wallace is an investment adviser representative with PNC Wealth Management in Grapevine, TX, where they have been registered since 2025. They have worked in the securities industry since 2022 and have been registered with 3 firms, including CUSO Financial Services, L.P. and Equitable Advisors, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
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.
- Equitable Advisors, LLCSep 2022 – Aug 2023New York, NY
- Paramount ExecutivesMay 2022 – Jun 2022Irving, TX
- Texas A&M UniversityAug 2018 – May 2022College Station, TX
- Texas A&M Horse Research CenterJan 2019 – May 2022College Station, TX
- Hurricane HarrysFeb 2019 – May 2019College Station, TX
- Wellington State BankJun 2018 – Aug 2018Bowie, TX
- Jeff Melton Custom HayJun 2015 – Aug 2021Sunset, TX
- AmwayJul 2022 – Aug 2022Ada, MI
- Bowie High SchoolAug 2014 – May 2018Bowie, TX
- UnemployedSep 2023 – Dec 2023Arlington, TX
- CUSO Financial Services, LPDec 2023 – Mar 2025San Diego, CA
- PNC InvestmentsMar 2025 – no end date reportedGrapevine, TX
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
Similar advisors in Grapevine, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Wallace 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched