Todd Winchell

Financial advisor at PNC Wealth Management · Cleveland, OH

Last updated 2026-10-10

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Todd Winchell is a financial advisor at PNC Wealth Management in Cleveland, OH, CRD 6399412. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2022-09-27.

Registration

CRD number
6399412
Registration status
Active
IAPD registration
2022-09-27
Industry Experience
4 years
Work Experience
11 years
States registered
OH

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2026-05 to Present · PNC Wealth Management · Cleveland, OH
  • 2015-08 to 2017-07 · Citizens Securies, Inc · Rochester, NY
  • 2015-08 to 2017-09 · Citizens Bank · Rochester, NY
  • 2018-02 to 2019-09 · Lpl Financial LLC · Rochester, NY
  • 2017-09 to 2019-09 · Five Star Bank · Rochester, NY
  • 2019-10 to 2021-01 · The Huntington National Bank · Parma, OH
  • 2019-10 to 2021-01 · The Huntington Investment Company · Columbus, OH
  • 2021-01 to 2022-10 · The Huntington Investment Company · Akron, OH
  • 2022-10 to 2026-05 · The Huntington Investment Company · Columbus, OH

Current employment

SEC IAPD record for Todd Winchell

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

Todd Winchell is a financial advisor at PNC Wealth Management LLC, operating as PNC Wealth Management in Cleveland, OH. Reported securities licenses include Series 63 and Series 66. The latest record indicates 4 years of industry experience and 11 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

Cleveland Main Pnc Investments, Cleveland, OH 44114

24 advisors at this office.

PNC Wealth Management office in Cleveland, OH

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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