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Christina Nagy

23 Years of Experience
East Cherry Hill, NJ
Broker

Christina Nagy is a registered investment advisor at PNC Capital Advisors LLC, based in East Cherry Hill, NJ, with 23 years of industry experience. Christina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 238 clients with $51B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
238 clients
Average Client Portfolio
$213.8M average
Assets Under Management
$50.9B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50.0M0.25%
$50.0M - $100.0M0.20%
$100M+0.18%

Schedule reflects intermediate aggregate and core strategies. Other strategies have different schedules ranging from 0.15% to 0.35%. Fees may be negotiated on a case-by-case basis.

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

200 Lake Drive, East Cherry Hill, NJ, 08002

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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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Other Business Activities

Christina is the President and a Board of Trustee member for the Country Creek Condo Association. She also holds investment/rental property under 338CC Rental LLC.

Employment History
Current Registrations
PNC Capital Advisors LLC
August 2023 - Present · 3 yrs 2 mos
PNC Capital Markets LLC
October 2021 - Present · 5 yrs
PNC Capital Markets LLCBroker
October 2021 - Present · 5 yrs
Previous Registrations
Janney Montgomery Scott LLC
August 2006 - October 2021 · 15 yrs 2 mos
Janney Montgomery Scott LLCBroker
August 2006 - October 2021 · 15 yrs 2 mos
Commerce Capital Markets, INC.
March 2004 - August 2006 · 2 yrs 5 mos
Commerce Capital Markets, INC.Broker
June 2003 - August 2006 · 3 yrs 2 mos
State Registrations2 states
NJPA
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.