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Christina Carey

18 Years of Experience
Scottsdale, AZ
1 DisclosureBroker

Christina Carey is a registered investment advisor at PNC Wealth Management, based in Scottsdale, AZ, with 18 years of industry experience. Christina 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

7315 East Osborn Road, Scottsdale, AZ, 85251

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History

Regulatory History (1)
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Financial
April 2025
Pending
Employment History
Current Registrations
PNC Wealth Management
November 2023 - Present · 2 yrs 6 mos
PNC Wealth Management LLCBroker
November 2023 - Present · 2 yrs 6 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.Broker
June 2020 - November 2021 · 1 yr 5 mos
Bancwest Investment Services, INC. (bwis)
June 2020 - November 2021 · 1 yr 5 mos
J.P. Morgan Securities LLC
October 2012 - June 2020 · 7 yrs 8 mos
J.P. Morgan Securities LLCBroker
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 Registrations3 states
AZCOIL
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.
Christina Carey - Financial Advisor | TrueAdvisor