Breakaway
Align Private Wealth
PNC Private Bank → Align Private Wealth (LPL Financial platform)
What changed
Former PNC Private Bank adviser who launched Align Private Wealth in June with about $2B in client assets, with LPL.
- Reported / discovered
- Oct 13, 2026
- Effective
- Not reported
- New role
- Advisor, Align Private Wealth
- Previous role
- Not reported
- Market
- Not reported
- Reported book
- $2B
- Reported team size
- 2 people
- Named people
- 2
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
AltsWire ↗Oct 13, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
2 observations consolidated into one event.
Oct 14, 2026Source evidence reconciled