Robert W. Baird & Co.
47yrs
Top advisor by experience in Pittsburgh
10yrs
Jerrell Smith
Financial advisor at PNC Wealth Management
Jerrell Smith has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Pittsburgh, Pennsylvania. Jerrell has been with PNC Wealth Management since 2023; before that, Jerrell spent two years at Edward Jones. PNC Wealth Management offers investment management and selecting outside investment managers and is paid through a percentage of assets.
One of 1545 advisors with offices in Pittsburgh, and one of 1407 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office249 Fifth Ave 29th Floor, Pittsburgh, PA 15222
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 66Uniform Combined State Law Examination
Career
- 2023 – nowPNC Wealth Management LLCCurrent firm
- Jul 2016 – Jan 2018Edward JonesPreviously
Questions to ask Jerrell
Tailored to Jerrell’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 Jerrell
How do I contact Jerrell?
Call PNC Wealth Management at (800) 762-6111 and ask for Jerrell Smith. Jerrell works from the Pittsburgh, PA office.
How long has Jerrell been a financial advisor?
Jerrell has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Jerrell hold?
Series 66. Tap any license on this page to see what it allows.
Is Jerrell a fiduciary?
Jerrell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jerrell paid?
PNC Wealth Management reports being paid by a percentage of the assets they manage. Ask Jerrell 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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