CB
CB

Christopher Brian

6 Years of Experience
Chester, MD
Broker

Christopher Brian is a registered investment advisor at PNC Wealth Management, based in Chester, MD, with 6 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

120 South Piney Road, Chester, MD, 21619

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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
August 2025 - Present · 9 mos
PNC Wealth Management LLCBroker
August 2025 - Present · 9 mos
Previous Registrations
Finalis Securities LLCBroker
May 2025 - July 2025 · 2 mos
New Edge Wealth
August 2024 - December 2024 · 4 mos
Newedge Securities LLCBroker
August 2024 - December 2024 · 4 mos
UBS Financial Services INC.
July 2021 - August 2022 · 1 yr 1 mo
UBS Financial Services INC.Broker
July 2021 - August 2022 · 1 yr 1 mo
Tcg Securities, L.L.C.Broker
October 2015 - January 2019 · 3 yrs 3 mos
T3 Trading Group, LLCBroker
April 2011 - May 2012 · 1 yr 1 mo
State Registrations6 states
DCDEFLMDPAVA
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.
Christopher Brian - Financial Advisor | TrueAdvisor