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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

Matthew Ryan McCleese

Advisor at PNC WEALTH MANAGEMENT

LANCASTER, OH | LOGAN, OH | CIRCLEVILLE, OH

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Search this name across graphsid dfx:ria:2d10944c-90e4-6e44-1f1f-b52ee8345822

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: May 28, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PNC WEALTH MANAGEMENT
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 27, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 27, 2009
First registration: May 28, 2009
Dual registered: yes, broker-dealer
Other names: Matthew Ryan McCleese|Matthew Ryan McCleese|Matthew McCleese
IAPD individual key: 5479779

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Feb 29, 2024	n/a	yes	LOGAN, OH\|CIRCLEVILLE, OH\|LANCASTER, OH	Current employment
TCP ASSET MANAGEMENT, LLC	Independent wealth	Oct 28, 2022	Mar 8, 2024	no	UPPER ARLINGTON, OH	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Feb 25, 2022	Oct 26, 2022	no	COLUMBUS, OH	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Aug 14, 2019	Feb 2, 2022	no	COLUMBUS, OH\|West Chester, OH\|COLUMBUS, OH	Previous registration
ARCADIA FINANCIAL PARTNERS, LLC	State registered	Nov 14, 2018	Aug 7, 2019	no	PICKERINGTON, OH	Previous registration
EDWARD JONES	National bd RIA	Aug 25, 2014	Nov 12, 2018	no	ETNA, OH\|ST LOUIS, MO\|HEATH, OH	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Aug 23, 2012	Sep 5, 2014	no	COLUMBUS, OH	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jul 11, 2012	no	COLUMBUS, OH	Previous registration
MORGAN STANLEY & CO. LLC	n/a	May 28, 2009	Jun 1, 2009	no	COLUMBUS, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TCP ASSET MANAGEMENT, LLC	PNC WEALTH MANAGEMENT	Mar 8, 2024	Feb 29, 2024	-8	Firm change	RIA to ibd
PRUCO SECURITIES, LLC	TCP ASSET MANAGEMENT, LLC	Oct 26, 2022	Oct 28, 2022	2	Firm change	Ibd to RIA
ARCADIA FINANCIAL PARTNERS, LLC	PRUCO SECURITIES, LLC	Aug 7, 2019	Aug 14, 2019	7	Firm change	Other
EDWARD JONES	ARCADIA FINANCIAL PARTNERS, LLC	Nov 12, 2018	Nov 14, 2018	2	Firm change	Ibd to state RIA
PNC WEALTH MANAGEMENT	EDWARD JONES	Sep 5, 2014	Aug 25, 2014	-11	Firm change	Other
MORGAN STANLEY	PNC WEALTH MANAGEMENT	Jul 11, 2012	Aug 23, 2012	43	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (7)

→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Aug 23, 2012 to Sep 5, 2014factForm ADV
→ TCP ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 28, 2022 to Mar 8, 2024factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Feb 25, 2022 to Oct 26, 2022factForm ADV
→ ARCADIA FINANCIAL PARTNERS, LLCRegistered adviserregistration: previous registration
Nov 14, 2018 to Aug 7, 2019factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Aug 25, 2014 to Nov 12, 2018factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jul 11, 2012factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
May 28, 2009 to Jun 1, 2009factForm ADV

Dated events

Occurred
Mar 8, 2024
Advisor changed firm
Matthew Ryan Mccleese left Tcp Asset Management, Llc for Pnc Wealth Management (registered 2024-02-29)
Form ADVobserved 5 days ago
Occurred
Oct 26, 2022
Advisor changed firm
Matthew Ryan Mccleese left Pruco Securities, Llc for Tcp Asset Management, Llc (registered 2022-10-28)
Form ADVobserved 5 days ago