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Advisors / Pennsylvania / Philadelphia
18yrs

Michael Greene

Financial advisor at PNC Wealth Management

Michael Greene has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Philadelphia, Pennsylvania. After two years at Merrill, Michael joined PNC Wealth Management in 2023, a firm offering investment management and selecting outside investment managers. PNC Wealth Management reports being paid through a percentage of assets.

One of 1203 advisors with offices in Philadelphia, and one of 1105 fiduciaries.

Philadelphia, PA 19130Fiduciary advisor

At a glance

Experience18 years (since 2008)
How that compares ?More experience than 65% of advisors in Philadelphia
Office2001 Hamilton Street, Philadelphia, PA 19130
How the firm is paid ?Percent of assets
Typical client at the firm ?$182,752
Advisors at the firm1,165
States licensed ?1 state

Services through PNC Wealth Management

Investment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2023 – now
  2. 2020 – 2022
    MerrillPreviously

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Michael

How do I contact Michael?

Call PNC Wealth Management at (800) 762-6111 and ask for Michael Greene. Michael works from the Philadelphia, PA office.

How long has Michael been a financial advisor?

Michael has been in the industry since 2008, about 18 years. More experience than 65% of advisors in Philadelphia.

What licenses does Michael hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael paid?

PNC Wealth Management reports being paid by a percentage of the assets they manage. Ask Michael for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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