Nathan Moretto

Financial advisor at PNC Wealth Management · Novi, MI

Last updated 2026-10-10

Claim your profile

Nathan Moretto is a financial advisor at PNC Wealth Management in Novi, MI, CRD 7670079. Licenses and exams on the registration: Series 66. IAPD registration began 2023-03-06.

Registration

CRD number
7670079
Registration status
Active
IAPD registration
2023-03-06
Industry Experience
3 years
Work Experience
11 years
States registered
MI

Licenses and exams

  • Series 66

Work history

  • 2021-09 to 2022-11 · Star Financial · Carmel, IN
  • 2018-11 to 2021-06 · Liberty Church Pca · Owings Mills, MD
  • 2016-01 to 2018-11 · New City Church · Royal Oak, MI
  • 2022-11 to 2023-08 · Star Financial · Carmel, IN
  • 2015-01 to 2016-12 · Starbucks · Peabody, MA
  • 2022-12 to 2023-08 · Cetera Investment Services LLC · St. Cloud, MN
  • 2023-03 to 2023-08 · Cetera Investment Advisors LLC · Carmel, IN
  • 2023-08 to Present · PNC Investments · Novi, MI

Current employment

SEC IAPD record for Nathan Moretto

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

Nathan Moretto is a financial advisor at PNC Wealth Management LLC, operating as PNC Wealth Management in Novi, MI. Reported securities licenses include Series 66. The latest record indicates 3 years of industry experience and 11 years of reported work history. Reported roles include PNC Investments, Cetera Investment Advisors LLC, Cetera Investment Services LLC, Star Financial, among others.

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, Other; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, 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

41325 West 10 Mile Road, Novi, MI 48375

1 advisor at this office.

PNC Wealth Management office in Novi, MI

Open in Google Maps

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Nathan Moretto?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.