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Whitney King

Investment Adviser Representative at PNC Wealth Management

St Charles, ILCRD #5315956Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Whitney King is an investment adviser representative with PNC Wealth Management in St Charles, IL, where they have been registered since 2024. They have worked in the securities industry since 2007 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Illinois.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Illinois
Broker:
1 state or territory

Illinois

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/11/2019
Series 63
Uniform Securities Agent State Law Examination
Passed 9/24/2007
Series 7
General Securities Representative Examination
Passed 8/12/2019
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/27/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

PNC Wealth ManagementCurrent
5/8/2024 – St Charles, IL
Merrill Lynch, Pierce, Fenner & Smith Incorporated
10/16/2019 – 5/7/2024Schaumburg, IL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. JPMorgan Securities LLC
    Aug 2016 – May 2019Bloomingdale, IL
  2. JPMorgan Chase Bank
    Aug 2016 – May 2019Bloomingdale, IL
  3. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    May 2019 – May 2024Rolling Meadows, IL
  4. Bank of America, N.A.
    May 2019 – May 2024Rolling Meadows, IL
  5. PNC Investments
    May 2024 – no end date reportedSaint Charles, IL

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

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporationsOther

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 profile

Other advisors at PNC Wealth Management

Showing 12 of 1,136 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Whitney King 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.

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Whitney King (PNC Wealth Management) - Fees & Credentials