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Advisors / Indiana / Indianapolis
4yrs

Peter Taylor

Financial advisor at PNC Wealth Management

Based in Indianapolis, Indiana, Peter Taylor is a fiduciary financial advisor with 4 years of industry experience. Peter has been with PNC Wealth Management since 2025. PNC Wealth Management offers investment management and selecting outside investment managers and is paid through a percentage of assets.

One of 1738 advisors with offices in Indianapolis, and one of 1555 fiduciaries.

Indianapolis, INFiduciary advisor

At a glance

Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeIndianapolis, IN
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. Feb 2025 – now

Questions to ask Peter

Tailored to Peter’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

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Peter

How do I contact Peter?

Call PNC Wealth Management at (800) 762-6111 and ask for Peter Taylor. Peter works from the Indianapolis, IN office.

How long has Peter been a financial advisor?

Peter has been in the industry since 2022, about 4 years. 4 years in the industry.

What licenses does Peter hold?

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

Is Peter a fiduciary?

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

How is Peter paid?

PNC Wealth Management reports being paid by a percentage of the assets they manage. Ask Peter 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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