CW
CW

Christopher Wilson

19 Years of Experience
New Oxford, PA
Broker

Christopher Wilson is a registered investment advisor at PNC Wealth Management, based in New Oxford, PA, with 19 years of industry experience. Christopher 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

10 Lincoln Street, New Oxford, PA, 17350

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
PNC Wealth Management LLCBroker
May 2017 - Present · 9 yrs
PNC Wealth Management
May 2017 - Present · 9 yrs
Previous Registrations
M&t Securities, INC.Broker
November 2015 - March 2017 · 1 yr 4 mos
M&t Securities, INC.
November 2015 - March 2017 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2012 - March 2015 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2012 - March 2015 · 2 yrs 10 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2011 · 2 yrs 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2011 · 2 yrs 3 mos
Citigroup Global Markets INC.
May 2007 - June 2009 · 2 yrs 1 mo
Citigroup Global Markets INC.Broker
August 2006 - June 2009 · 2 yrs 10 mos
Dean Witter Reynolds INC.Broker
October 1999 - August 2000 · 10 mos
Legg Mason Wood Walker, IncorporatedBroker
June 1999 - September 1999 · 3 mos
State Registrations12 states
CADEFLIAMAMDNCOHPASCTXVT
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.