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Anthony Grisanti

11 Years of Experience
Charlotte, NC
Broker

Anthony Grisanti is a registered investment advisor at PNC Wealth Management, based in Charlotte, NC, with 11 years of industry experience. Anthony 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

2000 Randolph Road, Charlotte, NC, 28207

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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
May 2024 - Present · 2 yrs
PNC Wealth Management LLCBroker
May 2024 - Present · 2 yrs
PNC Wealth Management LLC
May 2024 - Present · 2 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2022 - April 2024 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2022 - April 2024 · 1 yr 6 mos
The Huntington Investment CompanyBroker
February 2021 - September 2022 · 1 yr 7 mos
Huntington Financial Advisors
February 2021 - September 2022 · 1 yr 7 mos
TD Ameritrade, INC.
January 2019 - January 2021 · 2 yrs
TD Ameritrade Investment Management, LLC
January 2019 - December 2020 · 1 yr 11 mos
TD Ameritrade, INC.Broker
January 2019 - January 2021 · 2 yrs
PNC Investments
September 2017 - November 2018 · 1 yr 2 mos
PNC InvestmentsBroker
September 2017 - November 2018 · 1 yr 2 mos
PNC Investments
October 2014 - August 2017 · 2 yrs 10 mos
PNC InvestmentsBroker
December 2013 - August 2017 · 3 yrs 8 mos
State Registrations27 states
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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.