RBC Capital Markets
47yrs
Top advisor by experience in Cleveland
12yrs
Todd Winchell
Financial advisor at PNC Wealth Management
Todd Winchell is a fiduciary financial advisor in Cleveland, Ohio, with 12 years in the industry. After four years at Huntington Financial Advisors, Todd joined PNC Wealth Management in 2026, a firm offering investment management and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 652 advisors with offices in Cleveland, and one of 499 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
OfficeCleveland Main PNC Investments 1900 East 9th Street, Cleveland, OH 44114
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
- May 2026 – nowPNC Wealth Management LLCCurrent firm
- 2022 – 2026THE Huntington Investment CompanyPreviously
Questions to ask Todd
Tailored to Todd’s registration and firm.
- 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 Todd
How do I contact Todd?
Call PNC Wealth Management at 800-762-6111 and ask for Todd Winchell. Todd works from the Cleveland, OH office.
How long has Todd been a financial advisor?
Todd has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Todd hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Todd a fiduciary?
Todd is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Todd paid?
PNC Wealth Management reports being paid by a percentage of the assets they manage. Ask Todd 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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