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Christina Carey

PNC Wealth Management
18 Years of Experience
Chandler, AZ
1 DisclosureBroker
View SEC Summary
View SEC Summary

Christina Carey is a registered investment advisor at PNC Wealth Management, based in Chandler, AZ, with 18 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 164,105 clients with $30B in assets under management.

PNC Wealth Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
1167 advisors
Number of Clients
164,105 clients
Average Client Portfolio
$184K average
Assets Under Management
$30.3B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.85%

An annual fee of 0.85% applies to all accounts regardless of size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3075 West Chandler Boulevard, Chandler, AZ, 85226

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
April 2025
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
PNC Wealth Management
November 2023 - Present · 2 yrs 11 mos
PNC Wealth Management LLCBroker
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Charles Schwab & CO., INC.
November 2021 - November 2023 · 2 yrs
Charles Schwab & CO., INC.Broker
November 2021 - November 2023 · 2 yrs
Bancwest Investment Services, INC. (bwis)
June 2020 - November 2021 · 1 yr 5 mos
Bancwest Investment Services, INC.Broker
June 2020 - November 2021 · 1 yr 5 mos
J.P. Morgan Securities LLCBroker
October 2012 - June 2020 · 7 yrs 8 mos
J.P. Morgan Securities LLC
October 2012 - June 2020 · 7 yrs 8 mos
Chase Investment Services CORP.
January 2011 - October 2012 · 1 yr 9 mos
Chase Investment Services CORP.Broker
December 2007 - October 2012 · 4 yrs 10 mos
State Registrations4 states
AZCOILOR
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.
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