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Cynthia Bittle

31 Years of Experience
Kitty Hawk, NC
1 DisclosureBroker

Cynthia Bittle is a registered investment advisor at PNC Wealth Management, based in Kitty Hawk, NC, with 31 years of industry experience. Cynthia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities. Their firm serves 157,536 clients with $27B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1116 advisors
Number of Clients
157,536 clients
Average Client Portfolio
$168K average
Assets Under Management
$26.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $4.0M1.00%
$4M+1.00%

Fees negotiable for accounts over $4,000,000. From time-to-time, we offer discounted pricing programs at our discretion. For example, current employees of PNCWM and their immediate family members are eligible for employee pricing.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4701 N Croatan Highway, Kitty Hawk, NC, 27949

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History

Regulatory History (1)
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Customer Dispute
March 2001
Denied
Employment History
Current Registrations
PNC Wealth Management LLCBroker
May 2016 - Present · 10 yrs
PNC Wealth Management
May 2016 - Present · 10 yrs
Previous Registrations
Infinex Investments, INC.
June 2008 - February 2016 · 7 yrs 8 mos
Infinex Investments, INC.Broker
June 2008 - February 2016 · 7 yrs 8 mos
Bi Investments, LLC
August 2007 - June 2008 · 10 mos
Bi Investments, LLC
January 2004 - June 2007 · 3 yrs 5 mos
Bi Investments, LLCBroker
January 2004 - June 2008 · 4 yrs 5 mos
UBS Financial Services INC.
June 2002 - February 2004 · 1 yr 8 mos
UBS Financial Services INC.Broker
March 2001 - February 2004 · 2 yrs 11 mos
Legg Mason Wood Walker, IncorporatedBroker
April 1994 - March 2001 · 6 yrs 11 mos
Wheat, First Securities, INC.Broker
March 1994 - April 1994 · 1 mo
State Registrations8 states
FLKYMDNCNJOHPAVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.