Eric Stanwick

Financial advisor at PNC Wealth Management · Charlotte, NC

Last updated 2026-10-10

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Eric Stanwick is a financial advisor at PNC Wealth Management in Charlotte, NC, CRD 2687001. Licenses and exams on the registration: Series 66, Series 63. IAPD registration began 2026-09-25.

Registration

CRD number
2687001
Registration status
Active
IAPD registration
2026-09-25
Industry Experience
0 years
Work Experience
10 years
States registered
NC

Licenses and exams

  • Series 66
  • Series 63

Work history

  • 2016-01 to 2017-03 · Metlife Securities Inc · Charlotte, NC
  • 2017-03 to 2019-06 · MML Investors Services, LLC · Charlotte, NC
  • 2016-07 to 2019-06 · Massachusetts Mutual Life Insurance Company · Springfield, MA
  • 2020-03 to 2023-11 · Wells Fargo Bank, NA · Charlotte, NC
  • 2020-03 to 2023-11 · Wells Fargo Securities, LLC · Charlotte, NC
  • 2019-07 to 2020-03 · Wells Fargo · Charlotte, NC
  • 2023-11 to 2026-02 · Lpl Financial LLC · Fort Mill, SC
  • 2025-04 to 2026-02 · Lpl Enterprise LLC · Fort Mill, SC
  • 2026-04 to 2026-05 · First Command Financial Services, Inc · Fort Worth, TX
  • 2026-06 to Present · PNC Wealth Management, LLC · Charlotte, NC
  • 2026-05 to 2026-06 · Unemployed · Charlotte, NC
  • 2026-02 to 2026-04 · Unemployed · Charlotte, NC

Current employment

SEC IAPD record for Eric Stanwick

PNC Wealth Management

Regulatory AUM
$30,273,072,662
Registered advisors
1,167
Offices
1,633
Clients per advisor
140.6 (High)
Average AUM per client
$184.5K (Low)
High-net-worth client ratio
1.9% (Low)

PNC Wealth Management: advisors, services and reported ETF investments

About

Eric Stanwick is a financial advisor at PNC Wealth Management LLC, operating as PNC Wealth Management in Charlotte, NC. Reported securities licenses include Series 66 and Series 63. The latest record indicates less than 1 year of industry experience and 10 years of reported work history.

PNC Wealth Management's firm-level Form ADV reports 1,167 advisors across 1,633 offices; approximately 140.6 clients per advisor, average assets per client of $184,474, and regulatory AUM of $30.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses, and Other; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.

What this firm offers

Filed by PNC Wealth Management on Form ADV.

Client services

  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl

Location

2000 Randolph Road, Charlotte, NC 28207

35 advisors at this office.

PNC Wealth Management office in Charlotte, NC

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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