Edward Jones
6yrs
6 years in the industry
27yrs
Robert Oconnor
Financial advisor at PNC Wealth Management
Based in Millersville, Pennsylvania, Robert Oconnor is a fiduciary financial advisor with 27 years of industry experience. Robert has been with PNC Wealth Management since 2012. PNC Wealth Management offers investment management and selecting outside investment managers and is paid through a percentage of assets.
One of 3 advisors with offices in Millersville, and one of 3 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 18% by experience at PNC Wealth Management
Office101 Wabank Road, Millersville, PA 17551
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.
Career
- 2012 – nowPNC Wealth Management LLCCurrent firm
Contact Robert
(800) 762-6111Firm headquarters in Pittsburgh, PA. Ask for Robert. 101 Wabank RoadMillersville, PA 17551Office · Get directions LinkedIn pagePNC Wealth Management
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call PNC Wealth Management at (800) 762-6111 and ask for Robert Oconnor. Robert works from the Millersville, PA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1999, about 27 years. Top 18% by experience at PNC Wealth Management.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
PNC Wealth Management reports being paid by a percentage of the assets they manage. Ask Robert 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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